Sax Wealth Advisors, LLC

Firm record

As recorded in SEC IAPD

Firm CRD

119193

SEC number

801-68788

Firm type

RIA

Assets under management

$3.6B as of Jun 17, 2026

Website

www.linkedin.com/COMPANY/SAX-WEALTH-ADVISORS-LLC ↗

Phone

973-859-2199

Address

389 Interpace Parkway, Parsippany, NJ, 07054

Advisors at this firm

42 in our index · page 1 of 1

• Matthew BernocchiCRD 6684445 · Wayne, NJ
  IA Registered
• Irfan BhabhrawalaCRD 6409253 · Ann Arbor, MI
  IA Registered
• Jack Logan CassidyCRD 7292753 · Marlton, NJ
  IA Registered
• Christopher Patrick ClancyCRD 7317476 · Denver, CO
  IA RegisteredRegistration inactive
• William Patrick ConnorCRD 4224274 · Parsippany, NJ
  IA Registered
  Disclosure event(s) on record
• Dale Frederick CorsCRD 1220661 · San Diego, CA
  IA RegisteredRegistration inactive
• Marie DecaprioCRD 4887667 · Sleepy Hollow, NY
  IA Registered
• Nicholas Simon DubacCRD 8053090 · Wanaque , NJ
  IA RegisteredBroker
• Rachael Leah DecostaCRD 4168112 · Parsippany, NJ
  IA RegisteredRegistration inactive
• Ryan Michael FredaCRD 8148265 · Lafayette, NJ
  IA Registered
• Adam Todd GoldbergCRD 5956694 · Parsippany, NJ
  IA RegisteredRegistration inactive
• Anthony Joaquin GomezCRD 6597596 · East Hanover, NJ
  IA RegisteredRegistration inactive
• Marnie Beecher HardsCRD 2853425 · Morris Plains, NJ
  IA Registered
• Jill C. HennesseyCRD 5860404 · Salem, MA
  IA Registered
• Constance Joy HerrstromCRD 1968465 · Roosevelt, NJ
  IA Registered
• Alexandra Sara HoffCRD 7393234 · Parsippany, NJ
  IA Registered
• Jennifer E LeongCRD 5152382 · New Jersey, NJ
  IA RegisteredRegistration inactive
• Jamie Michael LimaCRD 5138442 · Valley Center, CA
  IA RegisteredRegistration inactive
• Kirk Edmund LoerwaldCRD 4897044 · Mishawaka, IN
  IA RegisteredRegistration inactive
• Derrick Sean MorganCRD 6759110 · Charlotte, NC
  IA RegisteredRegistration inactive
• Gregg Alan MunnCRD 6370331 · Jacksonville, FL
  IA Registered
• Barbara C. NevilsCRD 4668230 · Jacksonville, FL
  IA Registered
• Wayne Albert PampaloniCRD 2201691 · Myrtle Beach, SC
  IA RegisteredRegistration inactive
• Mark Allen ParsonsCRD 2164548 · Vero Beach, FL
  IA RegisteredRegistration inactive
• Jenna Lena PasseriniCRD 8172528 · Staten Island, NY
  IA RegisteredRegistration inactive
• Valerie Louise PeckCRD 4694580 · La Mesa, CA
  IA Registered
• Joseph Anthony PielaCRD 4124973 · Parsippany, NJ
  IA Registered
• Lauren Phyllis PrinceCRD 2169560 · New York, NY
  IA Registered
• Brian David ReamCRD 2210745 · Morris Plains, NJ
  IA RegisteredRegistration inactive
  Disclosure event(s) on record
• Jeremy David RhenCRD 6494593 · Ewing, NJ
  IA Registered
• Kenneth Frank RobinsonCRD 4552919 · Rocky River, OH
  IA Registered
• David Francis ScheidelCRD 2925141 · River Vale, NJ
  IA Registered
• Eric Michael SeidmanCRD 5645730 · Parsippany, NJ
  IA RegisteredRegistration inactive
• Frank Armand SistiCRD 4631576 · Sparta, NJ
  IA Registered
• Kyle Robert StawickiCRD 4992104 · Parsippany, NJ
  IA Registered
• Jonathan ShenCRD 6361793 · Ewing, NJ
  IA RegisteredRegistration inactive
• Alexa TambascoCRD 7269200 · Parsippany, NJ
  IA Registered
• John Edward TevnanCRD 6589690 · Norwalk, CT
  IA RegisteredRegistration inactive
• Leslie Weisz VasvariCRD 6068319 · New York, NY
  IA Registered
• Paul Nicholas WinterCRD 1870699 · Salt Lake City, UT
  IA Registered
• Miriam Mckenna WhiteleyCRD 6603688 · Eugene, OR
  IA Registered
• Luke ZulaufCRD 6710623 · Boca Raton, FL
  IA RegisteredRegistration inactive

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.