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Ryan Peek

Investment adviser representative at Arax Advisory Partners
17 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

17 years in the industry.

  1. Arax Advisory Partners, LLCApr 2026 to now
  2. Wells Fargo Advisors Financial Network, LLCJul 2022 to Apr 2026
  3. Wells Fargo Clearing Services, LLCNov 2016 to Jul 2022
  4. Wells Fargo Advisors LLCMay 2009 to Nov 2016

Exams passed

  • Series 63 · Uniform Securities Agent State Law1999
  • Series 65 · Uniform Investment Adviser Law2025

State registrations

Registered as an investment adviser representative in 1 state (NY).

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
3254561
Firm CRD
133535
Advisor's SEC record (opens in a new tab)
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