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Adam Todd Goldberg

SAX Wealth Advisors, LLC

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About Adam Todd Goldberg

Adam Goldberg is a financial advisor with Sax Wealth Advisors, LLC, located in Parsippany, New Jersey. Adam has been in the financial services industry since 2011. Adam holds the Series 7 and Series 66 securities licenses. Adam also holds the Certified Financial Planner designation. Adam has previously been registered with Merrill Lynch, Pierce, Fenner & Smith Incorporated and Park Avenue Securities LLC. Adam's areas of expertise include Financial Planning, Pension Consulting and Portfolio Management for Individuals and Businesses. Adam provides investment advice to individuals, high-net-worth individuals, corporations, businesses, charitable organizations, and pension and profit-sharing plans.

Firm Information

Adam Goldberg is currently registered with SAX Wealth Advisors, LLC. SAX Wealth Advisors, LLC is a registered investment advisor based in Parsippany, NJ. The firm provides financial planning, pension consulting, portfolio management for businesses and individuals, and selection of other advisors. They manage approximately $1.74 billion in assets for a diverse clientele, including high-net-worth individuals, corporations, pension plans, and charitable organizations.
SAX Wealth Advisors, LLC

389 INTERPACE PARKWAY

PARSIPPANY, NJ 07054

$1.74B

Assets Under Management

61

Total Clients

22

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Adam Goldberg’s Registration & Firm History

NJ

09/13/2023 - Present

SAX Wealth Advisors, LLC (PARSIPPANY NJ)

NY

08/13/2015 - 09/16/2019

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)

NY

03/19/2012 - 07/07/2015

PARK AVENUE SECURITIES LLC (WOODBURY NY)

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Licenses & Designations

BOTH

Issued 04/13/2012

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/16/2012

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Adam Todd Goldberg.
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