Kyle Robert Stawicki
Amministratore Delegato presso SAX Wealth Advisors LLC
Posizioni attive di Kyle Robert Stawicki
| Società | Posizione | Inizio | Fine |
|---|---|---|---|
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 | - |
| Responsabile della Conformità | 01/01/2015 | - | |
| Gestore di Portafoglio-Azioni | 01/10/2006 | - |
Storia della carriera di Kyle Robert Stawicki
Formazione di Kyle Robert Stawicki
| Lehigh University | Undergraduate Degree |
Statistiche
Distribuzione geografica
| Stati Uniti | 3 |
Posizioni
| Chief Executive Officer | 1 |
| Compliance Officer | 1 |
| Portfolio Manager-Equities | 1 |
Settori
| Finance | 2 |
| Consumer Services | 2 |
Posizioni ricoperte
Attive
Inattive
Società quotate in Borsa
Aziende private
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 |
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