Richard Joseph Elias
Investment adviser representative at Arax Advisory Partners
11 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$26.5BFirm assets
Are you Richard Joseph Elias? 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
11 years in the industry.
- Arax Advisory Partners, LLCJun 2025 to now
- Robert Schechter and AssociatesJan 2023 to now
- Enlightened Finance LLCAug 2018 to Aug 2019
- Schechter Investment Advisors, LLCJan 2015 to Jan 2023
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2015
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
- 6525297
- Firm CRD
- 133535