Wayne Albert Pampaloni
Investment adviser representative at Sax Wealth Advisors, LLC
10 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$3.6BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
10 years in the industry.
- Sax Wealth Advisors, LLCDec 2024 to now
- Great Point Capital, LLCNov 2022 to Jan 2025
- Pampaloni Wealth Management, LLCDec 2018 to Dec 2024
- Acorn Financial Advisory Services, Inc.Aug 2016 to Dec 2024
- The Strategic Financial Alliance, Inc.Aug 2016 to Nov 2022
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1992
- Series 66 · Uniform Combined State Law2003
State registrations
Registered as an investment adviser representative in 2 states (NJ, SC).
Sax Wealth Advisors, LLC
$3.6BAssets managed
1,655Clients
42Advisers
18 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2201691
- Firm CRD
- 119193