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Joseph Michael Pignatano

Investment adviser representative at Arax Advisory Partners
11 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

11 years in the industry.

  1. Arax Advisory PartnersAug 2026 to now
  2. Transcend Capital Advisors, LLCJan 2025 to Jul 2026
  3. Key Private BankNov 2023 to Jan 2025
  4. Charles Schwab & Co., Inc.Feb 2018 to Nov 2023
  5. Charles Schwab BankFeb 2018 to Nov 2023
  6. Morgan Stanley Private Bank, National AssociationJan 2016 to Nov 2017
  7. Morgan Stanley Smith Barney LLCNov 2015 to Nov 2017

Exams passed

  • Series 66 · Uniform Combined State Law2011

State registrations

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

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
5891027
Firm CRD
133535
Advisor's SEC record (opens in a new tab)
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