Gerald A Clas
Investment adviser representative at Arax Advisory Partners
18 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
18 years in the industry.
- Arax Advisory PartnersDec 2024 to now
- Srs Capital Advisors, LLCDec 2024 to now
- Cedrus LLCJul 2021 to Dec 2024
- Equitable Advisors, LLCDec 2018 to Jul 2021
- AXA Advisors, LLCDec 2018 to Jun 2020
- MML Investors Services, LLCMar 2017 to Nov 2018
- Massachusetts Mutual Life Insurance CompanyJul 2016 to Nov 2018
- Msi Financial Services, IncSep 2015 to Mar 2017
- Noodles & CompanyAug 2008 to Apr 2017
Exams passed
- Series 66 · Uniform Combined State Law2018
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
- 6560995
- Firm CRD
- 133535