Advisor at Wax Asset Management LLC
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Firm
Wax Asset Management LLC
Location
Madison, CT
Credentials
Series 63, Series 65
Industry experience
14 years
Evan Wax is the principal advisor at Wax Asset Management LLC in Madison, CT, holding Series 63 and Series 65 licenses with 14 years of industry experience. He has led Wax Asset Management since 2011. Outside of his advisory role, he serves as an independent board member at Servotronics, Inc. Wax Asset Management LLC provides discretionary investment supervisory services to individual and high-net-worth clients, managing approximately $107.8 million across about 74 accounts. The firm employs a combination of fundamental and cyclical analysis, utilizing strategies including short sales and options writing, and conducts quarterly portfolio reviews with direct management of client assets.
2.00% annually
Account minimum: $100,000 (may be waived)
Madison, CT
Connecticut · New York · Texas
Wax Asset Management
2011 - Present (15 years)
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