Neil
Sacks

Sacks & Associates, LLC

CRD#864757
Investment Advisor
in Bridgewater, NJ

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About this Advisor

Neil Sacks is a financial advisor who works in Bridgewater, New Jersey with 8 years of relevant experience. Sacks is an advisor for Sacks & Associates, LLC. Their career trajectory has included roles at Ing Financial Advisers, LLC, Ing, Ing Financial Partners, Inc, Voya Financial Partners, Voya Financial, Voya Financial Advisors, Sacks & Associates, LLC and Mutual Securities, Inc. Sacks has Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is registered to advise clients in New Jersey and Texas. Sacks & Associates, LLC is a financial advisory business based out of Bridgewater, NJ. It manages $170 million in total assets across its 374 customer accounts, placing it among the mid-sized firms in the United States by assets under management. Of its 374 client accounts, just 14% are held by high-net-worth clients who have more than $1 million in assets available to invest. Sacks & Associates, LLC has a set of services, including financial planning services, portfolio management for individuals and small businesses and portfolio management for institutional clients. A financial advisor's fee schedules typically depend on the services offered. However, fee types billed by Sacks & Associates, LLC typically consist of asset-based fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

8 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients

Fee Structure

Percentage of Assets

Office Location

1160 Route 22 East
Bridgewater, NJ 08807

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Sacks & Associates, LLC Brokerage Details

Total Assets Under Management

$169,844,548

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

6

NJ Average: 92
Total Number of Accounts

374

NJ Average: 6,978
Average Account Size

$454,130

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

Neil Sacks Work History

Neil has been registered as a financial advisor for 8 years.*

2015 - Present (9 years)

Sacks & Associates, LLC

2015 - 2021 (6 years)

Mutual Securities, Inc

2014 - 2015 (1 year)

Voya Financial Partners

2014 - 2015 (1 year)

Voya Financial

2014 - 2015 (1 year)

Voya Financial Advisors

2011 - 2014 (3 years)

Ing Financial Partners, Inc

2008 - 2015 (7 years)

Sacks & Associates, LLC

2002 - 2014 (12 years)

Ing Financial Advisers, LLC

2000 - 2014 (14 years)

Ing

*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 Neil Sacks 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 Sacks & Associates, LLC

Lloyd Sacks
Bridgewater, NJ
Edgar Lara
Bridgewater, NJ
Jaime Young
Bridgewater, NJ
Neil Sacks
Bridgewater, 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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