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Nicole Jennifer Araya

Seven Mile Advisory LLC

Denver, CO

Tallahassee, FL

CRD 7626980

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Employer firm

Seven Mile Advisory LLC CRD 324114

$417M regulatory AUM 10 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Seven Mile Advisory Llc

1201 Hays Street, Tallahassee, FL 32301-2525 • United States

Current Registrations

AuthorityCategoryStatusDate
CO RA APPROVED 2023-04-13
  • CO RA
    APPROVED
    Since 2023-04-13

Branch Locations

Denver, CO • United States

1201 Hays Street, Tallahassee, FL 32301-2525 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Crestone Asset Management, Llc Boulder CO 08/2022 04/2023
Evercore Partners New York NY 03/2018 07/2022
Aj Wealth New York NY 02/2017 03/2018
Student Waltham MA 01/2015 02/2017
Seven Mile Advisory Tallahassee FL 04/2023 Present
  • 08/2022 → 04/2023
    Crestone Asset Management, Llc
    Boulder, CO
  • 03/2018 → 07/2022
    Evercore Partners
    New York, NY
  • 02/2017 → 03/2018
    Aj Wealth
    New York, NY
  • 01/2015 → 02/2017
    Student
    Waltham, MA
  • 04/2023 → Present
    Seven Mile Advisory
    Tallahassee, FL
Previous Registrations
  • 2022-09-16 → 2023-04-06
    Crestone Asset Management Llc
    Boulder, CO
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-09-16
  • S65 Uniform Investment Adviser Law Examination
    2022-09-16
Other Names
  • Nicole Jennifer Bellefeuille

View on SEC IAPD

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