Frank Armand Sisti
Investment adviser representative at Sax Wealth Advisors, LLC
28 yearsExperience
1 stateRegistered 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
28 years in the industry.
- Sax Wealth Advisors, LLCApr 2026 to now
- Citizens Securities, Inc.Feb 2025 to Apr 2026
- Clarfeld Financial Advisors, IncMar 1998 to Apr 2026
Designations
- CFP® certification
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (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
- 4631576
- Firm CRD
- 119193