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Brian Joseph Durkin

Investment Adviser Representative at ARAX Advisory Partners

Marshfield, MACRD #2094689Investment Adviser Representative
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
9 yrs
Exams Passed
3

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Brian Joseph Durkin is an investment adviser representative with ARAX Advisory Partners in Marshfield, MA, where they have been registered since 2026. They have worked in the securities industry since 2017 and have been registered with 4 firms, including Logix Investments LLC and GFP Private Wealth. They have passed 3 industry qualification exams, including the Series 65 (investment adviser), Series 63 (state securities agent), and Series 6 (investment company and variable products). They are registered to provide investment advice in Massachusetts, New York, and Ohio.

Registrations & licenses

Registration type
Investment Adviser Representative
As of August 16, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
Massachusetts, New York, Ohio

Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.

Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 11/28/2017
Series 63
Uniform Securities Agent State Law Examination
Passed 5/25/2001
Series 6
Investment Company Products/Variable Contracts Representative Examination
Passed 6/18/2001

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

ARAX Advisory PartnersCurrent
2/4/2026 – Marshfield, MA
Logix Investments LLC
7/29/2024 – 2/6/2026Marshfield, MA
GFP Private Wealth
5/22/2024 – 2/6/2026Marshfield, MA
LAKE Street Advisors
11/28/2017 – 5/3/2024Boston, MA

Reported employment history

Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.

  1. Braver Wealth Management
    Mar 2015 – Jan 2017Needham, MA
  2. Adviser Investments, LLC
    Feb 2017 – Jul 2017Newton, MA
  3. LAKE Street Advisors Group, LLC
    Sep 2017 – May 2024Portsmouth, NH
  4. Gries Financial Partners
    May 2024 – Jan 2026Cleveland, OH
  5. The 4100 Group
    Dec 2024 – Jan 2026Lansing, MI
  6. ARAX Advisory Partners, LLC
    Feb 2026 – no end date reportedDenver, CO
  7. Bull Harbor Capital
    Feb 2022 – no end date reportedBethesda, MD

Official records & sources

Data as of August 9, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About ARAX Advisory Partners

These details describe the firm overall. Individual advisors' services, clients, and fees may differ.

Fee arrangements the firm reports

  • Percentage of assets under management
  • Hourly
  • Fixed fee
  • Performance-based fees
  • Other
Firm account minimum
$50,000 (waivable)

Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Services the firm offers

Wealth management, careful planning, and developing individualized action plans and one-of-a-kind solutions for clients and their families.

Financial PlanningPortfolio Management for Individuals and Small BusinessesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Businesses and InstitutionsPension ConsultingSelection of Other AdvisersEducational Seminars and Workshops
Firm areas of expertise
Wealth ManagementFinancial PlanningFamily PlanningIndividualized Solutions

Client types the firm serves

IndividualsHigh Net WorthPension/Profit SharingCharitable OrganizationsOther Investment AdvisersCorporations

Firm assets under management

$25B+

Firm disclosures (Form ADV)
No disciplinary history reportedVerify on SEC IAPD
Advisors listed on AdvisorFinder:
126
Offices listed on AdvisorFinder:
12
Main office:
New York, NY
SEC file number:
801-67165

Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.

Form ADV data as of August 14, 2026

View full firm profile

Other advisors at ARAX Advisory Partners

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About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Brian Joseph Durkin has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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