Christopher Patrick Clancy
Investment Adviser Representative at SAX Wealth Advisors, LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Christopher Patrick Clancy is an investment adviser representative with SAX Wealth Advisors, LLC in Denver, CO, where they have been registered since 2026. They have worked in the securities industry since 2021 and were previously registered with Global Wealth Strategies and Associates, LLC. They have passed 6 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent), Series 7 (general securities representative), and Series 63 (state securities agent). They are registered to provide investment advice in Colorado and New Jersey.
Registrations & licenses
- Investment adviser:
- Colorado, New Jersey
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Fidelity InvestmentsNov 2020 – Jun 2021Greenwood Village, CO
- Bigfoot InsuranceJun 2020 – Aug 2020Colorado Springs, CO
- UC-DenverSep 2019 – Sep 2020Denver, CO
- Brown CyclesSep 2018 – Sep 2019grand junction, CO
- Oregon State UniversitySep 2016 – Jun 2019Corvallis, CO
- Oregon State UniversitySep 2017 – Jun 2019Corvallis, OR
- Global Wealth Strategies and Associates, LLCOct 2022 – no end date reportedDenver, CO
- Fidelity InvestmentsJun 2021 – Sep 2022Greenwood Village, CO
- Sax Wealth Advisors, LLCJan 2026 – no end date reportedParsippany, NJ
Official records & sources
Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About SAX Wealth Advisors, LLC
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Fixed fee
- Firm account minimum
- $1,500,000 (waivable)
- Investment Management - First $1,500,0001.00%
- Investment Management - Next $1,500,0000.80%
- Investment Management - Next $2,000,0000.60%
- Investment Management - Next $2,000,0000.55%
+9 more tiers on the firm profile
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Client types the firm serves
Firm assets under management
$1B–$5B
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 43
- Offices listed on AdvisorFinder:
- 7
- Main office:
- Parsippany, NJ
- SEC file number:
- 801-68788
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of August 19, 2026
View full firm profileOther advisors at SAX Wealth Advisors, LLC
Showing 12 of 43 in the directory
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Christopher Patrick Clancy has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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