Carrie A Sax is an investment adviser representative (IAR) with state registration records since 2013, appearing at 4 firms. Currently registered with EP WEALTH ADVISORS, LLC..
| Firm | From | To | Current |
|---|---|---|---|
| EP WEALTH ADVISORS, LLC. | 2022-01-14 | present | Yes |
| MINDFUL MONEY | 2021-11-01 | 2021-12-22 | — |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | 2018-11-08 | 2021-08-30 | — |
| PARSEC FINANCIAL | 2013-10-25 | 2018-03-16 | — |