Loading listings...
Loading listings...
Is this your business?
Claim your free profile to update your info, respond to reviews, and start getting leads from clients searching for financial advisor professionals in Southbury.
We verify your phone before sharing it — no spam.
Steven D Sax is a financial advisor professional located in Southbury, CT. They specialize in financial advisory. With over 38 years of experience, they bring deep expertise to every client.
Steven D Sax - Merrill Lynch, Pierce, Fenner & Smith Incorporated holds an active professional license (FINRA CRD) for your protection.
Looking for a financial advisor professional in Southbury, CT? Contact Steven D Sax to discuss your needs and schedule a consultation. Compare ratings and reviews to find the right professional for you.
Ready to get started?
Compare professionals in your area to find the best fit.
Get a free, no-obligation quote. It takes less than a minute and Steven D Sax - Merrill Lynch, Pierce, Fenner & Smith Incorporated will respond directly.
Steven D Sax is a financial advisor based in Southbury, Connecticut, affiliated with Merrill Lynch, Pierce, Fenner & Smith Incorporated. With 38 years in the financial services industry, Sax brings extensive experience to client relationships. His professional standing is tracked through the Financial Industry Regulatory Authority (FINRA) registration system, which maintains oversight of his qualifications and compliance record in the securities industry.
Steven D Sax holds a FINRA CRD (Central Registration Depository) registration, which is the primary licensing system for securities professionals in the United States. This registration indicates that he is qualified to offer investment and financial advisory services and is subject to FINRA's regulatory oversight. The CRD tracks his professional history, qualifications, and any disciplinary actions, providing a transparent record of his standing within the financial services industry. This registration is essential for anyone offering securities-related advice or services to the public.