Joseph Porcelli

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

• 11/2017 → 07/2022
  Wells Fargo Clearing Services, Llc
  Poughkeepsie, NY
• 05/2015 → 11/2017
  Bank Of The Ozarks
  New York, NY
• 03/2017 → 06/2017
  Rye Youth League
  Rye, NY
• 09/2017 → 11/2017
  Predator Lacrosse
  Purchase, NY
• 07/2022 → 04/2026
  Wells Fargo Advisors Financial Network, Llc
  Poughkeepsie, NY
• 04/2026 → Present
  Arax Advisory Partners, Llc
  Poughkeepsie, NY

Previous Registrations

• 2022-07-08 → 2026-05-20
  Wells Fargo Advisors Financial Network, Llc
  Poughkeepsie, NY
• 2018-12-13 → 2022-07-08
  Wells Fargo Clearing Services, Llc
  Poughkeepsie, NY

Other Businesses

Predator Lacross, not investment related, coach, start date 9/10/2017, 10 hours per month, no hours during securities trading hours.

Exams

• S65 Uniform Investment Adviser Law Examination
  2018-12-13
• S63 Uniform Securities Agent State Law Examination
  2018-04-05

Other Names

• Joseph Porcelli
• Joseph Anthony Robert Porcelli