Advisor at Seven Mile Advisory LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Nicole Araya is a financial advisor at Seven Mile Advisory LLC with three years of industry experience. She holds a Series 65 designation and has previously worked at Crestone Asset Management, Evercore Partners, AJ Wealth, and Coastal Bridge Advisors. Seven Mile Advisory serves high-net-worth individuals, trusts, estates, qualified purchasers, and institutional clients with discretionary investment management, financial planning, ERISA plan advisory, and third-party money manager selection. The firm employs diversified investment strategies including active and passive approaches, tactical asset allocation, and Modern Portfolio Theory to align portfolios with clients’ Investment Policy Statements.
Based on Seven Mile Advisory LLC
Based on Seven Mile Advisory LLC
Fixed flat fee for investment management services, based on multiple variables such as account size, complexity, and financial planning needs
Minimum fee: Stated quarterly minimum fee, which may be waived at the Firm's discretion Fee-only: Fixed flat fees increasing annually by an inflation adjuster, typically 3%
Denver, CO
Colorado
Seven Mile Advisory
2023 - Present (3 years)
Crestone Asset Management, LLC
2022 - 2023 (1 year)
Evercore Partners
2018 - 2022 (4 years)
AJ Wealth
2017 - 2018 (1 year)
Coastal Bridge Advisors
2016 - 2016 (1 year)
Student
2015 - 2017 (2 years)
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