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Eric Michael Seidman

SAX Wealth Advisors, LLC

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About Eric Michael Seidman

Eric Michael Seidman is an investment advisor representative at Sax Wealth Advisors, LLC. Eric has been in the industry for over 11 years. He has a strong background in financial planning and portfolio management, with experience serving high-net-worth individuals, businesses, charitable organizations, and pension plans. Eric holds Series 6, 7, 63, and 65 licenses.

Firm Information

Eric Seidman 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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Eric Seidman’s Registration & Firm History

NJ

08/18/2020 - Present

SAX Wealth Advisors, LLC (PARSIPPANY NJ)

NY

12/14/2016 - 01/29/2020

FRED ALGER & COMPANY, LLC (NEW YORK NY)

NJ

04/21/2009 - 12/09/2016

PRUDENTIAL INVESTMENT MANAGEMENT SERVICES LLC (NEWARK NJ)

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Licenses & Designations

IA

Issued 07/17/2020

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 05/11/2009

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/15/2011

Series 7 - General Securities Representative Examination

BC

Issued 04/20/2009

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Eric Michael Seidman.
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