Kyle Robert Stawicki

Vorstandsvorsitzender bei SAX Wealth Advisors LLC

Consumer Services

Finance

Profil

Mr. Kyle R.
Stawicki is a Partner-in-Charge at SAX Wealth Advisors LLC.
Mr. Stawicki leads a premier team of wealth management and investment professionals.
In addition to developing staff, providing strategic direction for the firm and other key leadership roles, he delivers the Sax client experience to a wide range of private clients, families and qualified retirement plans.
He has more than a decade of experience as a wealth advisor and retirement plan fiduciary.
Mr. Stawicki is a graduate of Lehigh University and is a Chartered Financial Consultant.

Aktive Positionen von Kyle Robert Stawicki

Unternehmen	Position	Beginn
SAX Wealth Advisors LLC SAX Wealth Advisors LLC Investment ManagersFinance SAX Wealth Advisors LLC (SAXWA) is a SEC-registered investment advisor headquartered in Parsippany, New Jersey. The firm was founded in 1999 and formerly known as SMF Financial Advisors LLC. They are wholly owned by an affiliated accounting firm, SAX LLP. SAXWA manages investment portfolios and offers wealth management services for a wide range of clients which includes individuals/high net-worth individuals, qualified retirement plans, trusts, charitable organizations, corporations and small businesses.	Vorstandsvorsitzender	01.01.2015

Alle aktiven Positionen von Kyle Robert Stawicki

Ausbildung von Kyle Robert Stawicki

Lehigh University

Undergraduate Degree

Erfahrungen
Besetzte Positionen

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Börsennotierte Unternehmen

Private Unternehmen

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Beziehungen

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Unternehmen ersten Grades

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Unternehmensverbindungen

Private Unternehmen	1
SAX Wealth Advisors LLC SAX Wealth Advisors LLC Investment ManagersFinance SAX Wealth Advisors LLC (SAXWA) is a SEC-registered investment advisor headquartered in Parsippany, New Jersey. The firm was founded in 1999 and formerly known as SMF Financial Advisors LLC. They are wholly owned by an affiliated accounting firm, SAX LLP. SAXWA manages investment portfolios and offers wealth management services for a wide range of clients which includes individuals/high net-worth individuals, qualified retirement plans, trusts, charitable organizations, corporations and small businesses.	Finance