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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 previously worked at Ashton Thomas Private Wealth, Pennington Partners & Co., and BNY Mellon. Sumit also serves as Chief Investment Officer for Arax Investment Partners, where he manages day-to-day investment activities. Arax Advisory Partners is a multi-team wealth manager overseeing approximately $26.5 billion in regulatory assets and serving individuals, high-net-worth clients, family offices, institutions, and retirement plans. The firm combines internal portfolio management, third-party models, and tailored asset allocation to meet client objectives, with notable use of performance-based fees and carried interest structures for certain investors.

Private / alternative investments Concentrated stock management Retirement plans for business owners (SEP, solo 401k) General retirement planning Founder/Business Owner Executive Financial Professional
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