Holly Nahar, financial advisor New York NY

Holly Nahar

CRD Number: 6735851
Current Firm: Ajf Capital Management, Inc.

Holly Nahar (CRD# 6735851) is an Investment Advisor Representative working at Ajf Capital Management, Inc. in New York, NY and has 1 year of experience in the finance industry.

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Origin Investment Advisory LLC
Company Name Location Dates Years
American Portfolios Financial Services, Inc. New York, NY Feb 2022 - Current 2
Ajf Capital Management Inc. New York, NY Jan 2018 - Current 6
Baruch College New York, NY Aug 2016 - Dec 2020 4
Blank Financial New York, NY Jul 2015 - Oct 2017 2
Richmond Hill High School Queens, NY Sep 2012 - Jun 2016 3
Cultural Collaborative Jamaica Jamaica, NY Dec 2015 - Apr 2016 < 1
Unemployed New York, NY Aug 2015 - Nov 2015 < 1
Project Find- Senior Home Center New York, NY Jul 2015 - Aug 2015 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jun 2022
Contact Info for Holly D. Nahar
Phone Number: 212-779-0789
Registered State(s):
  • NY
By the Numbers
  • Total Assets Under Management
    141
    MILLIONS
  • Total Number of Accounts
    606
    ACCOUNTS
  • Average Account Value
    $232,223
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States

CA, CT, FL, LA, NJ, NY

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