Richard Ivan Davis
Investment adviser representative at Arax Advisory Partners
15 yearsExperience
1 stateRegistered in
$26.5BFirm assets
20 yearsFirm in business
Are you Richard Ivan Davis? Claim your profile
Contact this firm
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
15 years in the industry.
- Arax Advisory PartnersAug 2026 to now
- Transcend Capital Advisors, LLCFeb 2022 to Jul 2026
- UBS Financial Services, Inc.Nov 2011 to Feb 2022
Exams passed
- Series 63 · Uniform Securities Agent State Law2003
- Series 66 · Uniform Combined State Law2010
State registrations
Registered as an investment adviser representative in 1 state (MI).
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
- 4663854
- Firm CRD
- 133535