Samer S. Hakoura

ALPHYN CAPITAL MANAGEMENT LLC

Hicksville, NY 11801

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CRD#: 7129239

Professional summary

Samer Samir Hakoura is a registered financial advisor currently at ALPHYN CAPITAL MANAGEMENT LLC located in Hicksville, New York.

Samer is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. Samer has worked at 1 firm and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

Samer Samir Hakoura is Managing Member Alphyn Capital LLC. This is entity is used for Mr. Harkoura's personal investments. He will not offer any clients advice from this outside business activity. He spends 5 hours a week on this outside business activity. Samer Samir Hakoura is a Director of TCI Waste Disposal Services Ltd. and receives an annual dividend from this business. He spends approximately 2 hours a quarter on this business.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Samer Samir Hakoura's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

August 5, 2021 - Present

ALPHYN CAPITAL MANAGEMENT LLC

Office #1: 100 Duffy Avenue Ste 510, Hicksville, NY 11801

RIA

CRD#: 304390

Hicksville, NY

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

ALPHYN CAPITAL MANAGEMENT LLC

CRD#: 304390 / SEC#: 801-132385

RIA

Registered Investment Advisory firm - (4/10/2025 Approved)

New York

Registered Investment Advisory firm - (7/1/2019 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

New York
(8/5/2021)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 4/17/2019

Uniform Investment Adviser Law Examination

Current Firm

ALPHYN CAPITAL MANAGEMENT LLC

CRD#: 304390 / SEC#: 801-132385

RIA

Registered Investment Advisory firm - (4/10/2025 Approved)

New York

Registered Investment Advisory firm - (7/1/2019 Approved)

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Contact information

Main Address

100 Duffy Avenue Ste 510, Hicksville, NY 11801

Mailing Address

Phone number

(516) 500-1033

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (1 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART 2B- HAKOURA (3/11/2025)

ADV PART 2A-ALPHYN CAPITAL MANAGEMENT LLC (3/11/2025)

Regulatory assets under management

Total Number of Accounts	8
AUM (Assets Under Management)	$ 28,513,559

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Samer S. Hakoura

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Samer Samir Hakoura's CRS (Customer Relationship Summary).

Certified licenses

Experience

ALPHYN CAPITAL MANAGEMENT LLC

Primary Firm SEC Registration

ALPHYN CAPITAL MANAGEMENT LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 4/17/2019

Current Firm

ALPHYN CAPITAL MANAGEMENT LLC

Contact information

SEC notice filing (1 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

ALPHYN CAPITAL MANAGEMENT LLC

TRUST BUT VERIFY

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