Morgan Stanley
47yrs
Top advisor by experience in New York
7yrs
Michael Farrell is a financial advisor in New York, New York, with 7 years in the industry. Michael joined Arax Advisory Partners in 2026, after seven years at U.S. Capital Wealth Advisors. Michael holds the CFA designation.
At a glance
Experience7 years (since 2019)
How that compares ?7 years in the industry
Office10 East 53rd Street 14th Floor, New York, NY 10022
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.
Designations
CFA
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
None listed.
Career
- Jul 2026 – nowArax Advisory PartnersCurrent firm
- 2022 – now
- 2019 – 2026U.S. Capital Wealth Advisors, LLCPreviously
Contact Michael
(646) 777-1823Arax Advisory Partners main office 10 East 53rd Street 14th FloorNew York, NY 10022Office · Get directions Firm websiteHTTPS://WWW.SRSCAPITALADVISORS.COM
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Questions to ask Michael
Tailored to Michael’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 Michael
How do I contact Michael?
Call Arax Advisory Partners at (646) 777-1823 and ask for Michael Farrell. Michael works from the New York, NY office.
How long has Michael been a financial advisor?
Michael has been in the industry since 2019, about 7 years. 7 years in the industry.
What licenses does Michael hold?
No exams are listed on the official record.
Is Michael a fiduciary?
Michael is registered with an advisory firm. Ask whether they act as a fiduciary for all the advice they give you.
How is Michael 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 Michael 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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