Kyle Robert Stawicki
Vorstandsvorsitzender bei SAX Wealth Advisors LLC
Aktive Positionen von Kyle Robert Stawicki
| Unternehmen | Position | Beginn | Ende |
|---|---|---|---|
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 | - |
| Compliance Officer | 01.01.2015 | - | |
| Portfolio Manager-Aktien | 01.10.2006 | - |
Karriereverlauf von Kyle Robert Stawicki
Ausbildung von Kyle Robert Stawicki
| Lehigh University | Undergraduate Degree |
Statistik
International
| Vereinigte Staaten | 3 |
Operativ
| Chief Executive Officer | 1 |
| Compliance Officer | 1 |
| Portfolio Manager-Equities | 1 |
Sektoral
| Consumer Services | 2 |
| Finance | 2 |
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
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 |
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