Merrill
47yrs
Top advisor by experience in Poughkeepsie
27yrs
Daniel Short
Financial advisor at Arax Advisory Partners
Daniel Short is a fiduciary financial advisor in Poughkeepsie, New York, with 27 years in the industry. Daniel joined Arax Advisory Partners in 2026, after four years at Wells Fargo Advisors. Arax Advisory Partners offers financial planning, investment management, and private fund management and is paid through a percentage of assets, hourly fees, and flat fees.
One of 142 advisors with offices in Poughkeepsie, and one of 126 fiduciaries.
At a glance
Experience27 years (since 1999)
How that compares ?Top 23% by experience nationwide
Office2649 South Road Suite 102, Poughkeepsie, NY 12601
How the firm is paid ?Percent of assets, Hourly, Flat fee, Performance fee, Other
Typical client at the firm ?$1.6 million
Advisors at the firm233
States licensed ?1 state
Services through Arax Advisory Partners
Financial planningInvestment management for individuals and small businessesManaging private fundsInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- May 2026 – nowArax Advisory PartnersCurrent firm
- 2022 – 2026
- Nov 2020 – Jul 2022Wells Fargo Clearing Services, LLCPreviously
Contact Daniel
(646) 777-1823Firm headquarters in New York, NY. Ask for Daniel. 2649 South Road Suite 102Poughkeepsie, NY 12601Office · Get directions Firm websiteHTTPS://WWW.SRSCAPITALADVISORS.COM
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Questions to ask Daniel
Tailored to Daniel’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- Your firm can charge performance-based fees. Would that apply to me?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
My notes and scorecard
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About Daniel
How do I contact Daniel?
Call Arax Advisory Partners at (646) 777-1823 and ask for Daniel Short. Daniel works from the Poughkeepsie, NY office.
How long has Daniel been a financial advisor?
Daniel has been in the industry since 1999, about 27 years. Top 23% by experience nationwide.
What licenses does Daniel hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Daniel a fiduciary?
Daniel is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Daniel paid?
Arax Advisory Partners reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, a share of investment gains, other fees. Ask Daniel for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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