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Margaret Murphy McGillin

SAX Wealth Advisors, LLC

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About Margaret Murphy McGillin

Margaret McGillin is a financial advisor at Sax Wealth Advisors, LLC. Margaret holds a Series 7 and Series 66 license and is a Certified Financial Planner. Margaret has been a financial advisor for over 15 years and has experience working with individuals, families, businesses, and non-profit organizations. Margaret is committed to providing personalized financial advice and helping her clients reach their financial goals. Prior to joining Sax Wealth Advisors, LLC, Margaret was a financial advisor at Journey Financial Planners.

Firm Information

Margaret McGillin 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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Margaret McGillin’s Registration & Firm History

NJ

08/05/2024 - Present

SAX Wealth Advisors, LLC (PARSIPPANY NJ)

CA

03/10/2006 - 05/29/2007

SECURITIES AMERICA, INC. (SAN DIEGO CA)

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Licenses & Designations

BOTH

Issued 12/18/2006

Series 66 - Uniform Combined State Law Examination

BC

Issued 03/09/2006

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Margaret Murphy McGillin.
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