Kyle Robert Stawicki

Amministratore Delegato presso SAX Wealth Advisors LLC

Consumer Services

Finance

Profilo

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.

Posizioni attive di Kyle Robert Stawicki

Società	Posizione	Inizio
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.	Amministratore Delegato	01/01/2015

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Formazione di Kyle Robert Stawicki

Lehigh University

Undergraduate Degree

Esperienze
Posizioni ricoperte

Attive

Inattive

Società quotate in Borsa

Aziende private

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Relazioni

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Aziende connesse in 1º grado

Uomo

Donna

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Società collegate

Aziende private	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