Kyle Robert Stawicki
Algemeen Directeur bij SAX Wealth Advisors LLC
Actieve functies van Kyle Robert Stawicki
| Bedrijven | Functie | Begin | Einde |
|---|---|---|---|
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. | Algemeen Directeur | 01-01-2015 | - |
| Compliance Officer | 01-01-2015 | - | |
| Portefeuillebeheerder-Aandelen | 01-10-2006 | - |
Loopbaan van Kyle Robert Stawicki
Opleiding van Kyle Robert Stawicki
| Lehigh University | Undergraduate Degree |
Statistieken
Internationaal
| Verenigde Staten | 3 |
Operationeel
| Chief Executive Officer | 1 |
| Compliance Officer | 1 |
| Portfolio Manager-Equities | 1 |
Sectoraal
| Finance | 2 |
| Consumer Services | 2 |
Beklede functies
Actief
Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
Verwante bedrijven
| Bedrijven in privébezit | 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 |
