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Wayne Albert Pampaloni

SAX Wealth Advisors, LLC

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About Wayne Albert Pampaloni

Wayne Albert Pampaloni is a financial advisor with over 30 years of experience in the industry. Wayne has a strong background in providing financial advice and portfolio management services to individuals, families, corporations, and charitable organizations. Wayne is registered with SAX Wealth Advisors, LLC and is a CERTIFIED FINANCIAL PLANNER™. Wayne has previously worked with THE STRATEGIC FINANCIAL ALLIANCE, INC., LPL FINANCIAL LLC, H. BECK, INC., PRUCO SECURITIES, LLC, NATIONAL PLANNING CORPORATION, and HORNOR, TOWNSEND & KENT, INC. Wayne is committed to providing personalized financial advice and helping clients achieve their financial goals.

Firm Information

Wayne Pampaloni 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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Wayne Pampaloni’s Registration & Firm History

SC

01/19/2025 - Present

SAX Wealth Advisors, LLC (MYRTLE BEACH SC)

SC

08/16/2016 - 11/11/2022

THE STRATEGIC FINANCIAL ALLIANCE, INC. (Myrtle Beach SC)

VA

01/14/2014 - 08/10/2016

LPL FINANCIAL LLC (LEESBURG VA)

VA

03/01/2004 - 01/17/2014

H. BECK, INC. (LEESBURG VA)

NJ

05/19/2003 - 03/04/2004

PRUCO SECURITIES, LLC. (NEWARK NJ)

CA

01/23/2003 - 03/27/2003

NATIONAL PLANNING CORPORATION (LOS ANGELES CA)

MD

08/01/1997 - 12/31/2002

H. BECK, INC. (ROCKVILLE MD)

PA

01/09/1992 - 08/07/1997

HORNOR, TOWNSEND & KENT, INC. (HORSHAM PA)

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Licenses & Designations

BOTH

Issued 06/06/2003

Series 66 - Uniform Combined State Law Examination

BC

Issued 06/12/1992

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 06/16/2003

Series 24 - General Securities Principal Examination

BC

Issued 01/02/2023

Series 62 - Corporate Securities Limited Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/27/2003

Series 7 - General Securities Representative Examination

BC

Issued 01/08/1992

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

I

Investors' Exchange LLC

Disclosures

There are no public disclosures for Wayne Albert Pampaloni.
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