Margaret M. Mcgillin

SAX WEALTH ADVISORS

CONCORD, MA 01742

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CRD#: 5095058

Professional summary

Margaret Murphy Mcgillin, CFP®, who also goes by Peggy Murphy Mcgillin, Margaret Murphy, Peggy Murphy, is a registered financial advisor currently at SAX WEALTH ADVISORS, LLC located in Concord, Massachusetts.

Margaret is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2006. Margaret has worked at 4 firms and has passed the Series 66 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Peggy Murphy Mcgillin | Margaret Murphy | Peggy Murphy

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.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Margaret Murphy Mcgillin's CRS (Customer Relationship Summary).

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^®

Certified Financial Planner

Start date: 2010

Experience

Current

August 5, 2024 - Present

SAX WEALTH ADVISORS, LLC

Office #1: 747 Main Street Suite 120, Concord, MA 01742

RIA

CRD#: 119193

CONCORD, MA

Past

May 22, 2008 - July 31, 2024

JOURNEY WEALTH PARTNERS

RIA

CRD#: 147017

CONCORD, MA

Past

September 17, 2007 - January 13, 2009

COLLINS FINANCIAL ADVISORS

RIA

CRD#: 121069

MELROSE, MA

Past

March 10, 2006 - May 29, 2007

SECURITIES AMERICA, INC.

CRD#: 10205

SAN DIEGO, CA

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

Massachusetts
(3/6/2025)

IAR

New Jersey
(8/5/2024)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 12/18/2006

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7

Date: 3/9/2006

General Securities Representative Examination

Current Firm

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)

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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

SEC notice filing (30 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

SAX WEALTH ADVISORS, LLC FORM ADV PART 2A (11/3/2025)

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	Cover Page	Report
12/11/2024	Cover Page	Report
01/23/2024	Cover Page	Report
02/21/2023	Cover Page	Report

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Margaret M. Mcgillin

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Margaret Murphy Mcgillin's CRS (Customer Relationship Summary).

Certified licenses

Experience

SAX WEALTH ADVISORS, LLC

JOURNEY WEALTH PARTNERS

COLLINS FINANCIAL ADVISORS

SECURITIES AMERICA, INC.

Primary Firm SEC Registration

SAX WEALTH ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 12/18/2006

Series 7

Date: 3/9/2006

Current Firm

SAX WEALTH ADVISORS, LLC

Contact information

SEC notice filing (30 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

SAX WEALTH ADVISORS, LLC

TRUST BUT VERIFY

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