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Richard Bryan Meyers

SAX Wealth Advisors, LLC

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About Richard Bryan Meyers

Richard Bryan Meyers is a financial advisor at Sax Wealth Advisors, LLC. Richard has been in the industry since 2000. Richard is registered with the state of Florida and New Jersey. Richard has a Series 66 license and a Series 7TO and a SIE. Richard specializes in working with high-net-worth individuals, corporations, and other businesses. Richard also provides financial planning and portfolio management services. Richard's previous experience includes roles at UBS Financial Services Inc. and Merrill Lynch, Pierce, Fenner & Smith Incorporated.

Firm Information

Richard Meyers 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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Richard Meyers’s Registration & Firm History

FL

08/14/2024 - Present

SAX Wealth Advisors, LLC (JACKSONVILLE FL)

FL

06/12/2023 - 08/22/2024

UBS FINANCIAL SERVICES INC. (JACKSONVILLE FL)

FL

03/29/2022 - 06/12/2023

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (WINTER PARK FL)

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Licenses & Designations

BOTH

Issued 08/31/2022

Series 66 - Uniform Combined State Law Examination

BC

Issued 03/29/2022

Series 7TO - General Securities Representative Examination

BC

Issued 12/14/2021

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Richard Bryan Meyers.
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