Daniel Joseph Sexton

Employer firm

Arax Advisory Partners CRD 133535

$26.5B regulatory AUM 16 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2018 → 06/2019
  Beaumont Financial Partners, Llc
  Needham, MA
• 03/2020 → 10/2022
  Pinnacle Private Wealth, Llc
  Woburn, MA
• 09/2019 → 12/2019
  N/A
  North Reading, MA
• 10/2022 → 06/2026
  U.S. Capital Wealth Advisors, Llc
  Andover, MA
• 06/2026 → Present
  Arax Advisory Partners, Llc
  Andover , MA
• 07/1996 → 12/2017
  Fidelity Brokerage Services, Inc.
  Boston, MA

Previous Registrations

• 2022-10-31 → 2026-07-20
  U.S. Capital Wealth Advisors, Llc
  Andover, MA
• 2020-03-16 → 2022-09-08
  Pinnacle Private Wealth, Llc
  Burlington, MA
• 2018-02-20 → 2019-06-26
  Beaumont Financial Partners Llc
  Needham, MA
• 1999-04-02 → 2017-12-31
  Strategic Advisers Llc
  Boston, MA
  Framingham, MA

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-03-29
• S63 Uniform Securities Agent State Law Examination
  1996-08-29

Other Names

• Dan Sexton
• Danny Sexton