Alexandra
Hoff

Sax Wealth Advisors, LLC

CRD#7393234
Investment Advisor
in Parsippany, NJ

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About this Advisor

Alexandra Hoff is a financial advisor based in Parsippany, New Jersey, working with Sax Wealth Advisors, LLC. Alexandra has previously held positions at Sax Wealth Advisors, Peter E Schmitt Co Inc, Intac Actuarial Services, YMCA Summer Day Camp, Free People, and YMCA Summer Day Camp. Alexandra has passed the Series 65 regulatory exam and is registered to provide services in New Jersey. Currently, Alexandra is part of Sax Wealth Advisors, LLC, which operates out of Parsippany, New Jersey. The firm has 5 offices and 23 employees. The firm manages assets totaling $1.7 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, and selection of other advisers. The fee structure at Sax Wealth Advisors, LLC includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

389 Interpace Parkway Suite 3
Parsippany, NJ 07054

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Sax Wealth Advisors, LLC Brokerage Details

Total Assets Under Management

$1,739,354,773

NJ Average: $10,121,009,343
Total Number of Employees

23

NJ Average: 92
Total Number of Accounts

2,716

NJ Average: 6,978
Average Account Size

$640,410

NJ Average: $1,450,417

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers

Alexandra Hoff Work History

2020 - Present (5 years)

Sax Wealth Advisors

2020 - 2020 (< 1 year)

Peter E Schmitt Co Inc

2020 - 2020 (< 1 year)

Student

2020 - 2020 (< 1 year)

Intac Actuarial Services

2019 - 2019 (< 1 year)

Intac Actuarial Services

2019 - 2019 (< 1 year)

Student

2019 - 2019 (< 1 year)

Intac Actuarial Services

2018 - 2018 (< 1 year)

Student

2018 - 2018 (< 1 year)

Intac Actuarial Services

2018 - 2018 (< 1 year)

Student

2018 - 2018 (< 1 year)

Intac Actuarial Services

2017 - 2017 (< 1 year)

Student

2017 - 2017 (< 1 year)

Intac Actuarial Services

2016 - 2016 (< 1 year)

Ymca Summer Day Camp

2016 - 2020 (4 years)

Free People

2015 - 2016 (1 year)

Student

2015 - 2015 (< 1 year)

Ymca Summer Day Camp

2014 - 2015 (1 year)

Student

2014 - 2014 (< 1 year)

Ymcs Summer Day Camp

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of Alexandra Hoff to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Sax Wealth Advisors, LLC

Eric Seidman
Parsippany, NJ
Gregg Munn
Parsippany, NJ
Alexa Tambasco
Parsippany, NJ
Alexandra Hoff
Parsippany, NJ
Matthew Bernocchi
Parsippany, NJ
William Connor
Parsippany, NJ
Jeremy Rhen
Parsippany, NJ
Jack Cassidy
Parsippany, NJ

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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