Eric M. Seidman
Professional summary
Eric Michael Seidman, AIF®, who also goes by Eric Seidman, is a registered financial advisor currently at SAX WEALTH ADVISORS, LLC located in Parsippany, New Jersey.
Eric is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2009. Eric has worked at 3 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Eric Michael Seidman's CRS (Customer Relationship Summary).
Certified licenses
Experience
August 18, 2020 - Present
SAX WEALTH ADVISORS, LLC
Office #1: 389 Interpace Parkway, Floor 3, Parsippany, NJ 07054December 14, 2016 - January 29, 2020
FRED ALGER & COMPANY, LLC
April 21, 2009 - December 9, 2016
PRUDENTIAL INVESTMENT MANAGEMENT SERVICES LLC
Primary Firm SEC Registration
SAX WEALTH ADVISORS, LLC
CRD#: 119193 / SEC#: 801-68788
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(8/18/2020)
(11/24/2024)
Exams
Current Firm
SAX WEALTH ADVISORS, LLC
CRD#: 119193 / SEC#: 801-68788
Contact information
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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