PD
Peter J. Donovan
ARAX ADVISORY PARTNERS
Chesterfield, MO 63017
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CRD#: 4827771
PD
Peter James DonovanARAX ADVISORY PARTNERS
Professional summary
Peter James Donovan, CFP®, ChFC® is a registered financial advisor currently at ARAX ADVISORY PARTNERS located in Chesterfield, Missouri.
Peter is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2004. Peter has worked at 3 firms and has passed the Series 66, SIE and Series 7 exams.
At a Glance
Always Fiduciary
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1.Incarnate Word Academy; not investment-related; 2788 Normandy Ave, St. Louis, MO 63133; Board of Trustees and Finance Committee Member; August 22, 2012; 1-2 hours per month; possibly during trading hours 2.Various insurance agencies (Doug Brown, Merle, etc.); not investment-related; health insurance; various addresses; agent; January 2009; 1 hour per month; 1 hour per month during trading hours 3.Trustee for parent's trust; not investment-related 4. Ash Brokerage; not investment-related; 888 S. Harrison St., Suite 900, Fort Wayne, IN 46802; life insurance; insurance agent; February 2016; 20 hours/month; 20 hours/month; insurance 5. Archive Intel; not investment-related; 8000 Avalon Blvd., Suite 100, Alpharetta, GA 30009; Proprietary data archiving and compliance software program; referring party; started 8/2025 ; 1 hr/month; 0 hrs during securities trading hours; refers other investment advisors and businesses for a referral fee.
CRS (Client Relationship Summary) - RIA
Click below to view Peter James Donovan's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 2008
Experience
Current
August 11, 2025 - Present
ARAX ADVISORY PARTNERS
Office #1: 16020 Swingley Ridge Road, Ste. 110, Chesterfield, MO 63017RIA
CRD#: 133535
Chesterfield, MO
Past
February 24, 2016 - December 26, 2025
SUMMIT WEALTH STRATEGIES
RIA
CRD#: 282502
CHESTERFIELD, MO
Past
October 27, 2005 - February 8, 2016
EQUITABLE ADVISORS, LLC
RIA
CRD#: 6627
CHESTERFIELD, MO
Past
October 20, 2004 - February 8, 2016
EQUITABLE ADVISORS, LLC
BD
CRD#: 6627
CHESTERFIELD, MO
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
AA
ARAX ADVISORY PARTNERS
7258 WEALTH MANAGEMENT, INC. | YOUNG WEALTH MANAGEMENT GROUP | WELLTH PARTNER | U.S. CAPITAL WEALTH ADVISORS | U.S. CAPITAL WEALTH | TRANSCEND CAPITAL ADVISORS | THE OAK GROUP | THE DAVIS AGENCY, INC. | SUMMIT WEALTH STRATEGIES | SRS INVESTMENT SERVICES, LLC | SRS CAPITAL ADVISORS, LLC | SRS CAPITAL ADVISORS, INC. | SRS CAPITAL ADVISORS | SIMONDAVIS, INC. | SIMONDAVIS ASSET MANAGEMENT, INC. | SIMONDAVIS ASSET MANAGEMENT | SEAL FINANCIAL SERVICES | SCHECHTER INVESTMENT ADVISORS | OMNI FINANCIAL ADVISORY GROUP | NOVEN FINANCIAL GROUP | NORTE ADVISORS | MILLARES ASSET MANAGEMENT | LOGIX INVESTMENTS | KLEINHENZ & ASSOCIATES | GFP PRIVATE WEALTH | GEORGINA ASSET MANAGEMENT | ENDURING WEALTH PARTNERS | CEDRUS | AVERA CAPITAL WEALTH MANAGEMENT | ARAX WEALTH | ARAX ADVISORY PARTNERS, LLC | ARAX ADVISORY PARTNERS
CRD#: 133535 / SEC#: 801-67165
RIA
Registered Investment Advisory firm - (9/20/2006 Approved)California
Registered Investment Advisory firm - (10/18/2006 Terminated)Colorado
Registered Investment Advisory firm - (11/14/2006 Terminated)Georgia
Registered Investment Advisory firm - (5/24/2012 Terminated)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Missouri(8/11/2025)
Exams
What does exam status mean?
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
AA
ARAX ADVISORY PARTNERS
7258 WEALTH MANAGEMENT, INC. | YOUNG WEALTH MANAGEMENT GROUP | WELLTH PARTNER | U.S. CAPITAL WEALTH ADVISORS | U.S. CAPITAL WEALTH | TRANSCEND CAPITAL ADVISORS | THE OAK GROUP | THE DAVIS AGENCY, INC. | SUMMIT WEALTH STRATEGIES | SRS INVESTMENT SERVICES, LLC | SRS CAPITAL ADVISORS, LLC | SRS CAPITAL ADVISORS, INC. | SRS CAPITAL ADVISORS | SIMONDAVIS, INC. | SIMONDAVIS ASSET MANAGEMENT, INC. | SIMONDAVIS ASSET MANAGEMENT | SEAL FINANCIAL SERVICES | SCHECHTER INVESTMENT ADVISORS | OMNI FINANCIAL ADVISORY GROUP | NOVEN FINANCIAL GROUP | NORTE ADVISORS | MILLARES ASSET MANAGEMENT | LOGIX INVESTMENTS | KLEINHENZ & ASSOCIATES | GFP PRIVATE WEALTH | GEORGINA ASSET MANAGEMENT | ENDURING WEALTH PARTNERS | CEDRUS | AVERA CAPITAL WEALTH MANAGEMENT | ARAX WEALTH | ARAX ADVISORY PARTNERS, LLC | ARAX ADVISORY PARTNERS
CRD#: 133535 / SEC#: 801-67165
RIA
Registered Investment Advisory firm - (9/20/2006 Approved)California
Registered Investment Advisory firm - (10/18/2006 Terminated)Colorado
Registered Investment Advisory firm - (11/14/2006 Terminated)Georgia
Registered Investment Advisory firm - (5/24/2012 Terminated)Loading...
Contact information
Main Address
10 East 53rd Street 14th Floor, New York, NY 10022
Mailing Address
Phone number
(646) 777-1823
Established
Firm type
Fiscal year end
# of Employees
361
SEC notice filing (52 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 39,138 |
| AUM (Assets Under Management) | $ 26,524,973,206 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
