This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Current firm

SAX WEALTH ADVISORS, LLC

Current firm class

independent wealth managerderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

Oct 28, 1988earliest registration or exam on IAPD

Years in industry

37derivedfrom the industry start date

Years at current firm

0derivedfrom the current registration's begin date

Prior firms

1

Current registrations

1

Registered states

3

Designations

Certified Financial Planner|Chartered Financial Analyst

Exams

S63|S65

First exam

Oct 28, 1988

First registration

May 14, 2004

Dual registered

no

IAPD individual key

1870699

• Occurred

  Jan 5, 2026
  Advisor changed firm

  Paul Nicholas Winter left Five Seasons Financial Planning Llc for Sax Wealth Advisors, Llc (registered 2025-11-06)

  Form ADVobserved 4 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:419e87b9-6ba7-9641-58a0-4e1d1dbb3e2a

First observed

May 14, 2004

Last observed

Sep 14, 2026 5 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.