Alexandra Sara Hoff
Investment adviser representative at Sax Wealth Advisors, LLC
10 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
10 years in the industry.
- Sax Wealth Advisors, LLCNov 2020 to now
- Peter E Schmitt Co IncSep 2020 to Oct 2020
- UnemployedJun 2020 to Aug 2020
- StudentFeb 2020 to May 2020
- Intac Actuarial ServicesJan 2020 to Jan 2020
- Intac Actuarial ServicesJun 2019 to Aug 2019
- StudentFeb 2019 to May 2019
- Intac Actuarial ServicesJan 2019 to Jan 2019
- StudentSep 2018 to Dec 2018
- Intac Actuarial ServicesJun 2018 to Aug 2018
- StudentFeb 2018 to May 2018
- Intac Actuarial ServicesJan 2018 to Jan 2018
- StudentSep 2017 to Dec 2017
- Intac Actuarial ServicesMay 2017 to Aug 2017
- Free PeopleJul 2016 to Nov 2020
Exams passed
- Series 65 · Uniform Investment Adviser Law2021
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
- 7393234
- Firm CRD
- 119193