Matthew
Bernocchi
Sax Wealth Advisors, LLC
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About this Advisor
Matthew Bernocchi is a certified financial planner who works out of Parsippany, New Jersey who has 4 years of relevant experience. Bernocchi is currently employed by Sax Wealth Advisors, LLC. Throughout their career, they have worked at Waterstone Wealth Advisors, LLC, University Of Scranton, Sei Investments, Cohen & Steers and Sax Wealth Advisors, LLC. Bernocchi maintains a Series 65 license, designating them as an investment advisor representative, and is approved to operate in New Jersey. Sax Wealth Advisors, LLC is a business operating out of Parsippany, NJ. The firm has offices in three locations and a total of 13 employees. It administers $1 billion in assets under management among its 2,664 customer accounts, making it one of the largest firms in the United States by assets under management. The firm serves six charities and foundations. Of its 2,664 customer accounts, 41% are associated with high-net-worth investors who have at least $1 million in investable assets. Sax Wealth Advisors, LLC has a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. Fees for financial advisory services usually depend on which services the firm provides the client. However, fees charged by Sax Wealth Advisors, LLC most likely are comprised of any blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Sax Wealth Advisors, LLC Brokerage Details
$1,287,688,205
13
2,664
$483,366
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
Matthew Bernocchi Work History
Matthew has been registered as a financial advisor for 4 years.*
Sax Wealth Advisors, LLC
Waterstone Wealth Advisors, LLC
Cohen & Steers
Sei Investments
University Of Scranton
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Matthew Bernocchi 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
Pennington, NJ
Parsippany, NJ
Parsippany, NJ
Parsippany, NJ
Parsippany, NJ
Parsippany, NJ
Parsippany, NJ
Parsippany, NJ
The content in this profile was updated by SmartAsset on 4/16/2023. 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.
