Christopher Patrick Clancy
Investment adviser representative at Sax Wealth Advisors, LLC
10 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
10 years in the industry.
- Sax Wealth Advisors, LLCJan 2026 to now
- Global Wealth Strategies and Associates, LLCOct 2022 to now
- Fidelity InvestmentsNov 2020 to Sep 2022
- Bigfoot InsuranceJun 2020 to Aug 2020
- Uc-denverSep 2019 to Sep 2020
- Brown CyclesSep 2018 to Sep 2019
- Oregon State UniversitySep 2016 to Jun 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2021
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 2 states (CO, 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
- 7317476
- Firm CRD
- 119193