Luke Zulauf
Investment adviser representative at Sax Wealth Advisors, LLC
11 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
11 years in the industry.
- Sax Wealth Advisors, LLCApr 2025 to now
- JPMorgan Chase Bank, NAMar 2023 to now
- JPMorgan Securities LLCMar 2023 to now
- Sanford C. Bernstein & Co., LLCSep 2021 to Feb 2023
- Fidelity InvestmentsAug 2020 to Sep 2021
- Bank of America, N.A.Dec 2019 to Aug 2020
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedSep 2019 to Aug 2020
- J.P. Morgan Securities LLCMay 2017 to Sep 2019
- JP Morgan Chase BankMay 2017 to Sep 2019
- The Pitti Group Wealth ManagementMar 2017 to Apr 2017
- Wells Fargo Advisors Financial Network, LLCMar 2017 to Apr 2017
- LPL FinancialOct 2016 to Feb 2017
- Five Star BankMay 2015 to Feb 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2017
- Series 66 · Uniform Combined State Law2018
State registrations
Registered as an investment adviser representative in 2 states (FL, 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
- 6710623
- Firm CRD
- 119193