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Joshua Lee Schechter

Investment adviser representative at Arax Advisory Partners
13 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

13 years in the industry.

  1. Arax Advisory Partners, LLCOct 2025 to now
  2. Weil, Gotshal & Manges, LLPOct 2021 to Jul 2025
  3. UnemployedJun 2021 to Sep 2021
  4. Weil, Gotshal & Manges LLPMay 2020 to Aug 2020
  5. Weil, Gotshal & Manges LLPMay 2019 to Aug 2019
  6. The Amynta GroupJun 2018 to Aug 2018
  7. New York UniversityAug 2017 to May 2021
  8. Bedrock ReJun 2017 to Aug 2017
  9. University of MichiganAug 2013 to May 2017

Exams passed

  • Series 65 · Uniform Investment Adviser Law2025

State registrations

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

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
8197012
Firm CRD
133535
Advisor's SEC record (opens in a new tab)
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