9D Capital LLC

Yongjie Fan is a financial advisor at 9D Capital LLC with two years of industry experience. He holds Series 63 and Series 65 licenses. Prior to joining 9D Capital, Fan worked at WalkerHealthCareIT LLC and Medical Science & Computing LLC. 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 uses a combination of fundamental, technical, and cyclical analysis to construct diversified portfolios and offers discretionary management with regular portfolio reviews.

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.

Irma Escudero is a Series 65 licensed advisor at 9D Capital LLC with three years of industry experience. She has held executive roles at several pharmaceutical companies, including AstraZeneca, where she currently serves as a senior executive in non-investment related sales. 9D Capital LLC offers investment management, wealth planning, and financial planning services to individuals, pension and profit-sharing plans, corporations, and other business entities. The firm manages client portfolios on a discretionary basis using fundamental, technical, and cyclical analysis, with an emphasis on equities, ETFs, mutual funds, and fixed-income instruments.

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 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.