Kyle Robert Stawicki
Director Ejecutivo en SAX Wealth Advisors LLC .
Cargos activos de Kyle Robert Stawicki
| Empresas | Cargo | Inicio | Fin |
|---|---|---|---|
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. | Director Ejecutivo | 01/01/2015 | - |
| Oficial de Cumplimiento | 01/01/2015 | - | |
| Gestor de Cartera-Acciones | 01/10/2006 | - |
Historial de carrera de Kyle Robert Stawicki
Formación de Kyle Robert Stawicki.
| Lehigh University | Undergraduate Degree |
Estadísticas
Internacional
| Estados Unidos | 3 |
Operativa
| Chief Executive Officer | 1 |
| Compliance Officer | 1 |
| Portfolio Manager-Equities | 1 |
Sectorial
| Finance | 2 |
| Consumer Services | 2 |
Funciones ocupadas
Activas
Inactivas
Empresas cotizadas
Empresas privadas
Empresas relacionadas
| Empresas privadas | 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 |
- Bolsa de valores
- Insiders
- Kyle Robert Stawicki
- Experiencia
