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Najat Rhoni

18 Years of Experience
1 DisclosureBroker

Najat Rhoni is a registered investment advisor at Dominari Securities LLC, based in New York, NY, with 18 years of industry experience. Najat operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 1 more. Their firm serves 235 clients with $42M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
14 advisors
Number of Clients
235 clients
Average Client Portfolio
$177K average
Assets Under Management
$41.6M

Fee Structure

Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $5.0M1.25%
$5.0M - $10.0M1.00%
$10.0M - $25.0M0.85%
$25.0M - $50.0M0.65%
$50.0M - $75.0M0.50%
$75M+0.45%

Fees may be negotiable. A separate fee of 1.25% may be charged on assets held away. An annual administrative fee of up to 0.07% is also charged to cover custodial fees.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

725 Fifth Avenue, 23rd Fl., New York, NY, 10022

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History

Regulatory History (1)
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Customer Dispute
April 2025
Pending
Employment History
Current Registrations
Dominari Securities LLC
April 2023 - Present · 3 yrs
Dominari Securities LLCBroker
April 2023 - Present · 3 yrs
Previous Registrations
Revere Securities LLCBroker
June 2021 - April 2023 · 1 yr 10 mos
Morgan Stanley
January 2019 - June 2021 · 2 yrs 5 mos
Morgan StanleyBroker
January 2019 - June 2021 · 2 yrs 5 mos
J.P. Morgan Securities LLC
December 2016 - January 2019 · 2 yrs 1 mo
J.P. Morgan Securities LLCBroker
December 2016 - January 2019 · 2 yrs 1 mo
Hsbc Securities (USA) INC.
June 2016 - December 2016 · 6 mos
Hsbc Securities (USA) INC.Broker
June 2016 - December 2016 · 6 mos
J.P. Morgan Securities LLC
July 2014 - May 2016 · 1 yr 10 mos
J.P. Morgan Securities LLCBroker
October 2012 - May 2016 · 3 yrs 7 mos
Chase Investment Services CORP.Broker
February 2008 - October 2012 · 4 yrs 8 mos
State Registrations51 states
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AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.