Gavin O Charlton
Investment adviser representative at Sax Wealth Advisors, LLC
11 yearsExperience
1 stateRegistered 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
11 years in the industry.
- Sax Wealth Advisors, LLCJun 2026 to now
- Regency Wealth ManagementJan 2022 to Jun 2026
- Murphy Capital Management IncFeb 2020 to Jan 2022
- Peapack-gladstone BankJul 2018 to Jan 2022
- Beacon Wealth Management, LLCJul 2015 to Jul 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2014
- Series 65 · Uniform Investment Adviser Law2015
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
- 6326330
- Firm CRD
- 119193