Barbara C. Nevils
SAX WEALTH ADVISORS
JACKSONVILLE, FL 32258
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CRD#: 4668230
Professional summary
Barbara C. Nevils, CFP® is a registered financial advisor currently at SAX WEALTH ADVISORS, LLC located in Jacksonville, Florida.
Barbara is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1999. Barbara has worked at 4 firms .
Biography
Nevils Financial, LLC is a registered investment advisor firm in the Commonwealth of Massachusetts and in the State of Florida.The Florida address is: 960 SE Indian Street, Stuart, FL 34997. The phone number is 877.552.2638.
Question & Answer
What are your service offerings?
Retirement Planning
Estate Planning
Comprehensive Financial Planni...
Investment Planning
Retirement Income Management
Do you have an area of expertise or specialization?
Estate & Generational Planning...
Investment Advice with Ongoing...
Retirement Planning & Distribu...
What is your minimum asset requirement?
500K
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view Barbara C. Nevils's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 1997
Experience
Current
February 1, 2024 - Present
SAX WEALTH ADVISORS, LLC
Office #1: 12574 Flagler Center Blvd Suite 101, Jacksonville, FL 32258RIA
CRD#: 119193
JACKSONVILLE, FL
Past
October 3, 2005 - January 5, 2024
NEVILS FINANCIAL, LLC
RIA
CRD#: 137286
WAKEFIELD, MA
Past
April 15, 2004 - December 31, 2005
NEVILS WOOD FINANCIAL, LLP
RIA
CRD#: 130926
LYNNFIELD, MA
Past
September 2, 1999 - June 3, 2004
FINANCIAL PLANNING SERVICES
RIA
CRD#: 127280
LYNNFIELD, MA
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
SAX WEALTH ADVISORS, LLC
SAX WEALTH ADVISORS, LLC | SMF FINANCIAL ADVISORS, LLC
CRD#: 119193 / SEC#: 801-68788
RIA
Registered Investment Advisory firm - (2/28/2008 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
New Jersey(2/1/2024)
Exams
Current Firm
SAX WEALTH ADVISORS, LLC
SAX WEALTH ADVISORS, LLC | SMF FINANCIAL ADVISORS, LLC
CRD#: 119193 / SEC#: 801-68788
RIA
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Contact information
Main Address
389 Interpace Parkway Suite 3, Parsippany, NJ 07054
Mailing Address
Phone number
(973) 859-2199
Established
Firm type
Fiscal year end
# of Employees
39
SEC notice filing (30 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 3,685 |
| AUM (Assets Under Management) | $ 2,440,851,802 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 10/21/2025 | ||
| 12/11/2024 | ||
| 01/23/2024 | ||
| 02/21/2023 |
Red Flags
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Company Information
SAX WEALTH ADVISORS, LLC
CRD#: 119193Jacksonville, FL 32258TRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
