Michael Francis O'connor
Investment adviser representative at Arax Advisory Partners
24 yearsExperience
1 stateRegistered in
$26.5BFirm assets
20 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feePerformance-basedOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
24 years in the industry.
- Arax Advisory Partners, LLCJun 2026 to now
- U.S. Capital Wealth Advisors, LLCAug 2022 to Jun 2026
- Triad AdvisorsNov 2018 to Dec 2022
- Pinnacle Private Wealth, LLCNov 2018 to Aug 2022
- Bank of America, N.A.May 2017 to Nov 2018
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedMay 2002 to Nov 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law1995
- Series 65 · Uniform Investment Adviser Law1999
State registrations
Registered as an investment adviser representative in 1 state (TX).
Arax Advisory Partners
Legal name: Arax Advisory Partners, LLC
$26.5BAssets managed
15,662Clients
222Advisers
20 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2577775
- Firm CRD
- 133535