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2 advisors near New York, NY
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Sumit H
Series 65
New York, NY
Arax Advisory Partners
Sumit Handa is a financial advisor at Arax Advisory Partners with five years of industry experience. He holds a Series 65 designation and has worked at firms including BNY Mellon, Pennington Partners & Co., and Ashton Thomas Private Wealth. Since 2023, Sumit serves as Chief Investment Officer at Arax Investment Partners, where he manages day-to-day investment activities. Arax Advisory Partners serves affluent and high-net-worth individuals as well as institutional clients, offering portfolio management, financial planning, retirement plan consulting, and access to alternative and private investment vehicles. The firm employs a multi-manager approach and provides consolidated reporting and specialized services such as securities-based lending and trustee roles.
Joshua S
Series 65
New York, NY
Arax Advisory Partners
Joshua Schechter is a financial advisor with Arax Advisory Partners in New York, NY. He holds a Series 65 designation and joined Arax Advisory Partners in 2025. His prior work experience includes roles at Weil, Gotshal & Manges, LLP, and The Amynta Group. Arax Advisory Partners primarily serves affluent and high-net-worth individuals as well as institutional clients, offering a range of investment management and financial planning services. The firm constructs diversified portfolios using independent managers, mutual funds, ETFs, structured notes, and alternative investments, and provides access to private-fund platforms and specialized reporting and lending solutions.
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2 advisors near New York, NY
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