William Edgar Allen
Investment adviser representative at Arax Advisory Partners
19 yearsExperience
1 stateRegistered in
$26.5BFirm assets
20 yearsFirm in business
Are you William Edgar Allen? 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
19 years in the industry.
- Arax Advisory PartnersDec 2024 to now
- Srs Capital Advisors, LLCDec 2024 to now
- Cedrus LLCApr 2021 to Dec 2024
- Equitable Advisors, LLCNov 2020 to Apr 2021
- TIAAMay 2007 to Nov 2020
- TIAA-CREF Individual & Institutional Services, LLCMay 2007 to Nov 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law2006
- Series 66 · Uniform Combined State Law2012
State registrations
Registered as an investment adviser representative in 1 state (CO).
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
- 5229676
- Firm CRD
- 133535