Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stuart? Claim Your ProfileStuart Herrmann is a financial advisor at Sax Wealth Advisors, LLC. He is a Certified Financial Planner, and has been in the financial services industry for over 20 years. Stuart has experience in both investment advisory and brokerage services, and is registered with the state of New Jersey. He has worked with a variety of clients, including individuals, families, businesses, and non-profit organizations. His focus is on providing comprehensive financial planning services, including retirement planning, investment management, and college savings.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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NJ
04/29/2019 - Present
SAX Wealth Advisors, LLC (PARSIPPANY NJ)
NJ
08/04/2011 - 04/01/2019
AMERICAN PORTFOLIOS FINANCIAL SERVICES, INC. (FAIRLAWN NJ)
NJ
01/02/2008 - 05/02/2011
SENTINEL SECURITIES, INC. (FAIRLAWN NJ)
NJ
01/03/2007 - 01/15/2008
CAMBRIDGE INVESTMENT RESEARCH, INC. (GLEN ROCK NJ)
NJ
02/06/2004 - 12/31/2006
COMMONWEALTH FINANCIAL NETWORK (GLEN ROCK NJ)
NJ
01/17/2001 - 03/04/2004
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
BOTH
Issued 01/29/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/16/2001
Series 7 - General Securities Representative Examination
Active
Inactive
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