Ryan Michael Freda
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, LLCJul 2025 to now
- Desales University Office of Institutional AdvancementAug 2024 to May 2025
- Lehigh University AthleticsAug 2023 to May 2024
- Independent Contractor - Ryan Freda DesignsSep 2022 to May 2025
- Desales UniversityAug 2020 to Jul 2025
- Lafayette Township School / High Point Regional HsJul 2015 to Jun 2020
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
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
- 8148265
- Firm CRD
- 119193