Nicole
Araya

Seven Mile Advisory LLC

CRD#7626980
Investment Advisor
in Denver, CO

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About this Advisor

Nicole Araya is a financial advisor based in Denver, Colorado, working with Seven Mile Advisory LLC. Nicole has previously held positions at Crestone Asset Management, LLC, Evercore Partners, Aj Wealth, Coastal Bridge Advisors, Gfi Group, In Marketing Services, Student, and Seven Mile Advisory. Nicole has passed the Series 65 regulatory exam and is registered to provide services in Colorado. Currently, Nicole is part of Seven Mile Advisory LLC, which operates out of Denver, Colorado. The firm has 4 offices and 4 employees. The firm manages assets totaling $328.0 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and selection of other advisers. The fee structure at Seven Mile Advisory LLC includes asset-based and fixed fees.

Certifications and Registrations

Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

Denver, CO

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Seven Mile Advisory LLC Brokerage Details

Total Assets Under Management

$328,014,197

CO Average: $10,121,009,343
Total Number of Employees

4

CO Average: 92
Total Number of Accounts

226

CO Average: 6,978
Average Account Size

$1,451,390

CO Average: $1,450,417

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers

Nicole Araya Work History

2023 - Present (1 year)

Seven Mile Advisory

2022 - 2023 (1 year)

Crestone Asset Management, LLC

2018 - 2022 (4 years)

Evercore Partners

2017 - 2018 (1 year)

Aj Wealth

2016 - 2016 (< 1 year)

Coastal Bridge Advisors

2015 - 2015 (< 1 year)

Gfi Group

2015 - 2017 (2 years)

Student

2014 - 2014 (< 1 year)

In Marketing Services

2012 - 2014 (2 years)

Student

Disclosures

Please visit the SEC profile of Nicole Araya to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Seven Mile Advisory LLC

Emily Herrup
Trenton, NJ
Pamela Perskie
Trenton, NJ
Keith Feinberg
Garden City, NY
Nicole Araya
Denver, CO

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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