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RIA / WealthAdvisor24 years in industry

Rachael Leah Decosta

Advisor at SAX WEALTH ADVISORS, LLC

PARSIPPANY, NJ

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Search this name across graphsid dfx:ria:c216b504-e29c-d402-97f9-b10b5b6f5cd0

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 3:07 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 2
On other graphs: 0
Observed: Apr 20, 2018 to Sep 14, 2026

Across DFX

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.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

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: May 23, 2002earliest registration or exam on IAPD
Years in industry: 24derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 2
Exams: S66|S63
First exam: May 23, 2002
First registration: Apr 20, 2018
Dual registered: no
IAPD individual key: 4168112

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
SAX WEALTH ADVISORS, LLC	Independent wealth	Oct 5, 2023	n/a	yes	PARSIPPANY, NJ	Current employment
SANDBOX FINANCIAL PARTNERS, LLC	Independent wealth	Mar 8, 2022	Sep 27, 2023	no	BETHESDA, MD	Previous registration
UBS FINANCIAL SERVICES INC.	Wirehouse	Oct 14, 2020	Mar 25, 2022	no	WASHINGTON, DC	Previous registration
LWI FINANCIAL INC.	Former SEC adviser	Apr 20, 2018	Aug 1, 2018	no	Bethesda, MD\|SAN JOSE, CA	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
SANDBOX FINANCIAL PARTNERS, LLC	SAX WEALTH ADVISORS, LLC	Sep 27, 2023	Oct 5, 2023	8	Firm change	RIA to RIA
UBS FINANCIAL SERVICES INC.	SANDBOX FINANCIAL PARTNERS, LLC	Mar 25, 2022	Mar 8, 2022	-17	Firm change	Wirehouse to RIA
LWI FINANCIAL INC.	UBS FINANCIAL SERVICES INC.	Aug 1, 2018	Oct 14, 2020	805	Firm change after gap	Ibd to wirehouse

Relationships

Registered with (4)

→ SAX WEALTH ADVISORS, LLCRegistered adviserregistration: current employment
Oct 5, 2023 to presentfactForm ADV
→ SANDBOX FINANCIAL PARTNERS, LLCRegistered adviserregistration: previous registration
Mar 8, 2022 to Sep 27, 2023factForm ADV
→ UBS FINANCIAL SERVICES INC.Registered adviserregistration: previous registration
Oct 14, 2020 to Mar 25, 2022factForm ADV
→ LWI FINANCIAL INC.Registered adviserregistration: previous registration
Apr 20, 2018 to Aug 1, 2018factForm ADV

Dated events

Occurred
Sep 27, 2023
Advisor changed firm
Rachael Leah Decosta left Sandbox Financial Partners, Llc for Sax Wealth Advisors, Llc (registered 2023-10-05)
Form ADVobserved 4 days ago
Occurred
Mar 25, 2022
Advisor changed firm
Rachael Leah Decosta left Ubs Financial Services Inc. for Sandbox Financial Partners, Llc (registered 2022-03-08)
Form ADVobserved 4 days ago