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Detailed Report
GUY MCPHAIL
CRD#: 4572006
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Investment Adviser
SAX WEALTH ADVISORS, LLCCRD#: 119193 100 Charles Ewing Blvd.
Ewing, NJ 08628
Registration History
200420062008201020122014201620182020202220242026IASAX WEALTH ADVISORS, LLC (CRD# 119193)2017 - Present (7 years)IATHE GM GROUP (CRD# 163938)2012 - 2017 (5 years)IATRAUST SOLLUS WEALTH MANAGEMEN... (CRD# 108918)2004 - 2012 (7 years)
License(s)

State Registrations

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New Jersey 10/30/2017
Current Registration(s)
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SAX WEALTH ADVISORS, LLC (CRD#:119193)
100 Charles Ewing Blvd., Ewing, NJ 08628
Registered with this firm since 10/30/2017
Previous Registration(s)
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 06/20/2012 - 12/31/2017 THE GM GROUP (CRD#:163938) PENNINGTON, NJ
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 07/08/2004 - 01/20/2012 TRAUST SOLLUS WEALTH MANAGEMENT, LLC (CRD#:108918) FLEMINGTON, NJ
For additional information about investment advisers or broker-dealers, please visit
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Broker
A brokerage firm, also called a broker-dealer, is in the business of buying and selling securities – stocks, bonds, mutual funds, and certain other investment products – on behalf of its customer (as broker), for its own bank (dealer), or both. Individuals who work for broker-dealers - the sales personnel are commonly referred to as brokers.
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Investment Adviser
An investment adviser is paid for providing advice about securities to clients. In addition, some investment advisers manage investment portfolios and offer financial planning services.
Disclosures
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.