Kyle Robert Stawicki
Directeur Général chez SAX Wealth Advisors LLC
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.
Postes actifs de Kyle Robert Stawicki
| Sociétés | Poste | Début |
|---|---|---|
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. | Directeur Général | 01/01/2015 |
Formation de Kyle Robert Stawicki
| Lehigh University | Undergraduate Degree |
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 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 |
