Nicholas George Daniel
Investment adviser representative at Arax Advisory Partners
15 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
15 years in the industry.
- Arax Advisory PartnersDec 2024 to now
- Srs Capital Advisors, LLCDec 2024 to now
- Cedrus, LLCAug 2024 to Dec 2024
- Kestra Advisory Services, LLCFeb 2020 to Aug 2024
- Kestra Investment Services, LLCFeb 2020 to Aug 2024
- LPL Financial LLCJun 2017 to Feb 2020
- Vectra Bank (zb, Na)Jun 2017 to Feb 2020
- D & K LLCFeb 2015 to May 2017
- First Investors Advisory Services LLCJul 2014 to May 2017
- FicSep 2009 to May 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2009
- Series 65 · Uniform Investment Adviser Law2014
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
- 5728537
- Firm CRD
- 133535