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3 advisors near New York, NY
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Lauralee D
Series 65
New York, NY
9D Capital LLC
Lauralee Donnelly is a financial advisor at 9D Capital LLC with 12 years of industry experience and holds a Series 65 designation. She previously worked at Capital Trust and Associates LLC for nine years before joining 9D Capital in 2022. Outside of her advisory role, she owns Lauralee Donnelly LLC, a consulting business focused on financial coaching. 9D Capital LLC provides investment management, wealth planning, and financial planning services to individuals, including high-net-worth clients, pension and profit-sharing plans, corporations, and other business entities. The firm manages client accounts on a discretionary basis using individualized Investment Policy Statements and employs various analytical approaches to construct diversified portfolios.
Sam Hicham A
Series 63, Series 65
New York, NY
9D Capital LLC
Sam Hicham Alaoui is a financial advisor with 19 years of industry experience, currently serving at 9D Capital LLC. He holds Series 63 and Series 65 licenses and has previously worked at firms including 5D Partners LLC, Crito Capital LLC, New Alchemy, Capital Trust and Associates LLC, and Capital Frontline LLC. Outside of his advisory role, he is a managing member and strategy consultant at Antimatter Capital LLC, a non-securities-related business. 9D Capital LLC provides investment management, wealth planning, and financial planning services to individuals, pension and profit-sharing plans, corporations, and other business entities. The firm manages client accounts on a discretionary basis using fundamental, technical, and cyclical analysis, with portfolios typically implemented through SEI Investments’ model and custodian services.
Nazariy B
Series 63, Series 65
Forest Hills, NY
9D Capital LLC
Nazariy Blagyy is a financial advisor at 9D Capital LLC with Series 63 and Series 65 credentials and four years of industry experience. His prior work includes roles at 5D Partners, LLC, IP Financial Advisory Services, LLC, and Innovation Partners, LLC. Outside of financial advising, he serves as Managing Member of Strategic Nexus LLC, a strategic and marketing consulting business, and as Creative Director of Twelve Fourteen LLC. 9D Capital LLC provides investment management, wealth planning, and financial planning services to individuals, pension and profit-sharing plans, corporations, and other business entities. The firm manages client accounts on a discretionary basis using fundamental, technical, and cyclical analysis, and employs SEI Investments’ model and custodian services with periodic portfolio rebalancing and reviews.
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3 advisors near New York, NY
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