Rachael Leah Decosta
Investment adviser representative at Sax Wealth Advisors, LLC
15 yearsExperience
2 statesRegistered in
$3.6BFirm assets
18 yearsFirm in business
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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
15 years in the industry.
- Sax Wealth Advisors, LLCAug 2023 to now
- Sandbox Financial Partners LLCMar 2022 to Aug 2023
- UBS Financial Services Inc.Jul 2020 to Feb 2022
- Dcm Solutions GroupOct 2019 to Jul 2020
- Van Eck Absolute Return Advisers CorporationSep 2018 to Sep 2019
- Van Eck Associates CorporationSep 2018 to Sep 2019
- Van Eck Securities CorporationSep 2018 to Sep 2019
- Loring Ward Securities Inc.Apr 2018 to Aug 2018
- UnemployedNov 2017 to Mar 2018
- John Hancock Funds, LLCJul 2011 to Oct 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2002
- Series 66 · Uniform Combined State Law2017
State registrations
Registered as an investment adviser representative in 2 states (MD, NJ).
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
- 4168112
- Firm CRD
- 119193