Robert W. Baird &
47yrs
Top advisor by experience in Denver
6yrs
CHRISTOPHER Patrick CLANCY
Financial advisor at SAX Wealth Advisors
At a glance
Experience6 years (since 2021)
How that compares ?6 years in the industry
OfficeDenver, CO
How the firm is paid ?Percent of assets, Hourly, Flat fee
States licensed ?1 state
Services through SAX Wealth Advisors
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managers
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Uniform Securities Agent State Law Examination
Uniform Combined State Law Examination
Career
- Jan 2026 – nowSAX Wealth Advisors, LLCCurrent firm
- 2022 – 2026Global Wealth Strategies and Associates, LLCPreviously
Questions to ask Christopher
Tailored to Christopher’s registration and firm.
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Christopher
How do I contact Christopher?
Call SAX Wealth Advisors at 973-859-2199 and ask for CHRISTOPHER Patrick CLANCY. Christopher works from the Denver, CO office.
How long has Christopher been a financial advisor?
Christopher has been in the industry since 2021, about 6 years. 6 years in the industry.
What licenses does Christopher hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is Christopher a fiduciary?
Christopher is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Christopher paid?
SAX Wealth Advisors reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Christopher for your total yearly cost in dollars.
Official record as of October 2, 2026.
This profile is for information only and is not financial advice or a recommendation.
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