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RIA / WealthAdvisorCertified Financial Planner27 years in industry

BARBARA C. NEVILS

Advisor at SAX WEALTH ADVISORS, LLC

PARSIPPANY, NJ | JACKSONVILLE, FL

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Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 1:32 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 1
On other graphs: 0
Observed: Sep 2, 1999 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: Sep 2, 1999earliest registration or exam on IAPD
Years in industry: 27derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner
First registration: Sep 2, 1999
Dual registered: no
IAPD individual key: 4668230

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	Feb 1, 2024	n/a	yes	PARSIPPANY, NJ\|JACKSONVILLE, FL	Current employment
NEVILS FINANCIAL, LLC	n/a	Oct 3, 2005	Jan 5, 2024	no	WAKEFIELD, MA\|LYNNFIELD, MA	Previous registration
NEVILS WOOD FINANCIAL, LLP	n/a	Apr 15, 2004	Dec 31, 2005	no	LYNNFIELD, MA	Previous registration
FINANCIAL PLANNING SERVICES	n/a	Sep 2, 1999	Jun 3, 2004	no	LYNNFIELD, MA	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
NEVILS FINANCIAL, LLC	SAX WEALTH ADVISORS, LLC	Jan 5, 2024	Feb 1, 2024	27	Firm change	Other
NEVILS WOOD FINANCIAL, LLP	NEVILS FINANCIAL, LLC	Dec 31, 2005	Oct 3, 2005	-89	Firm change after gap	Other
FINANCIAL PLANNING SERVICES	NEVILS WOOD FINANCIAL, LLP	Jun 3, 2004	Apr 15, 2004	-49	Firm change after gap	Other

Relationships

Registered with (4)

→ SAX WEALTH ADVISORS, LLCRegistered adviserregistration: current employment
Feb 1, 2024 to presentfactForm ADV
→ NEVILS FINANCIAL, LLCRegistered adviserregistration: previous registration
Oct 3, 2005 to Jan 5, 2024factForm ADV
→ NEVILS WOOD FINANCIAL, LLPRegistered adviserregistration: previous registration
Apr 15, 2004 to Dec 31, 2005factForm ADV
→ FINANCIAL PLANNING SERVICESRegistered adviserregistration: previous registration
Sep 2, 1999 to Jun 3, 2004factForm ADV

Dated events

Occurred
Jan 5, 2024
Advisor changed firm
Barbara C. Nevils left Nevils Financial, Llc for Sax Wealth Advisors, Llc (registered 2024-02-01)
Form ADVobserved 6 days ago