Alexa Tambasco
Investment adviser representative at Sax Wealth Advisors, LLC
12 yearsExperience
1 stateRegistered in
ChFC®Designation
$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
12 years in the industry.
- Sax Wealth Advisors, LLCMar 2022 to now
- Massmutual TristateJun 2020 to Jan 2022
- Sterling Financial GroupJun 2018 to Jun 2020
- Ithaca CollegeAug 2014 to May 2018
Designations
- ChFC®
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
- 7269200
- Firm CRD
- 119193