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Najat Rhoni

18 Years of Experience
New York, NY
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 is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Education Planning, Estate Planning, High Net Worth, Investment Management, and 1 more. Their firm serves 63 clients with $28M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
17 advisors
Number of Clients
63 clients
Average Client Portfolio
$445K average
Assets Under Management
$28.0M

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 are negotiable based on account composition, location of assets, and pre-existing relationships.

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

Get directions

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 6 mos
Dominari Securities LLCBroker
April 2023 - Present · 3 yrs 6 mos
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
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTXUTVAVTWAWIWVWY
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.
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