Daniel Short

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

• 05/2009 → 11/2016
  Wells Fargo Advisors Llc
  Poughkeepsie, NY
• 11/2016 → 07/2022
  Wells Fargo Clearing Services, Llc
  Poughkeepsie, NY
• 07/2022 → 04/2026
  Wells Fargo Advisors Financial Network, Llc
  Poughkeepsie, NY
• 04/2026 → Present
  Arax Advisory Partners
  Poughkeepsie, NY

Previous Registrations

• 2022-07-08 → 2026-05-20
  Wells Fargo Advisors Financial Network, Llc
  Poughkeepsie, NY
• 2020-11-18 → 2022-07-08
  Wells Fargo Clearing Services, Llc
  Poughkeepsie, NY

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-11-10
• S63 Uniform Securities Agent State Law Examination
  1999-10-22

Other Names

• Daniel Austin Short