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Rachael Leah Decosta

SAX Wealth Advisors, LLC

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About Rachael Leah Decosta

Rachael Leah Decosta is an investment advisor representative at Sax Wealth Advisors, LLC. Rachael has over 20 years of experience in the financial services industry. Rachael is registered with the state of New Jersey and holds the Series 63, 66, and 7 licenses. Rachael specializes in providing financial planning, portfolio management for individuals and businesses, and pension consulting services.

Firm Information

Rachael Decosta 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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Rachael Decosta’s Registration & Firm History

NJ

10/05/2023 - Present

SAX Wealth Advisors, LLC (PARSIPPANY NJ)

DC

07/31/2020 - 03/25/2022

UBS FINANCIAL SERVICES INC. (WASHINGTON DC)

NY

10/12/2018 - 10/01/2019

VAN ECK SECURITIES CORPORATION (NEW YORK NY)

CA

04/20/2018 - 08/01/2018

LORING WARD SECURITIES INC. (SAN JOSE CA)

MA

07/19/2011 - 10/09/2017

JOHN HANCOCK FUNDS, LLC (BOSTON MA)

MD

07/26/2001 - 07/21/2011

CALVERT INVESTMENT DISTRIBUTORS, INC. (BETHESDA MD)

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Licenses & Designations

BOTH

Issued 08/31/2017

Series 66 - Uniform Combined State Law Examination

BC

Issued 05/23/2002

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/24/2001

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Rachael Leah Decosta.
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