Merrill
47yrs
Top advisor by experience in Poughkeepsie
20yrs
Anthony Wojda
Financial advisor at Arax Advisory Partners
Anthony Wojda has worked in the financial industry for 20 years and is a fiduciary financial advisor based in Poughkeepsie, New York. After four years at Wells Fargo Advisors, Anthony joined Arax Advisory Partners in 2026, a firm offering financial planning, investment management, and private fund management. Arax Advisory Partners reports being 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
Experience20 years (since 2006)
How that compares ?More experience than 61% of advisors in New York
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
- 2019 – 2022Wells Fargo Clearing Services, LLCPreviously
Contact Anthony
(646) 777-1823Firm headquarters in New York, NY. Ask for Anthony. 2649 South Road Suite 102Poughkeepsie, NY 12601Office · Get directions Firm websiteHTTPS://WWW.SRSCAPITALADVISORS.COM
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Questions to ask Anthony
Tailored to Anthony’s registration and firm.
- 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?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Anthony
How do I contact Anthony?
Call Arax Advisory Partners at (646) 777-1823 and ask for Anthony Wojda. Anthony works from the Poughkeepsie, NY office.
How long has Anthony been a financial advisor?
Anthony has been in the industry since 2006, about 20 years. More experience than 61% of advisors in New York.
What licenses does Anthony hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Anthony a fiduciary?
Anthony is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Anthony 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 Anthony 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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