Nicholas
Troiani

Saxony Capital Management, LLC

CRD#5631966
Investment Advisor
in Saint Louis, MO

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About this Advisor

Nicholas Troiani is a financial advisor based in Saint Louis, Missouri, working with Saxony Capital Management, LLC. Nicholas has previously held positions at Edward Jones, Golden Knight Real Estate, LLC, Nrc Properties, LLC, Wells Fargo, Ntsquared Properties, LLC, Ntsquared Properties I, LLC, Nt Squared Properties Ii, LLC, Credit One Bank, Saxony Securities, Inc, and Saxony Capital Management. Nicholas has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Missouri. Currently, Nicholas is part of Saxony Capital Management, LLC, which operates out of Saint Louis, Missouri. The firm has 19 offices and 6 employees. The firm manages assets totaling $239.3 million and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, and selection of other advisers. The fee structure at Saxony Capital Management, LLC includes asset-based, hourly, fixed, and other fees.

Certifications and Registrations

Series 63, Series 66, Chartered Financial Analyst

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Others

Office Location

11152 S Towne Square
Saint Louis, MO 63123

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Saxony Capital Management, LLC Brokerage Details

Total Assets Under Management

$239,289,634

MO Average: $11,469,110,461
Total Number of Employees

6

MO Average: 458
Total Number of Accounts

1,192

MO Average: 33,415
Average Account Size

$200,746

MO Average: $343,232

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers

Nicholas Troiani Work History

2024 - Present (0 year)

Saxony Capital Management

2023 - Present (1 year)

Saxony Securities, Inc

2020 - Present (4 years)

Golden Knight Real Estate, LLC

2019 - Present (5 years)

Nrc Properties, LLC

2019 - Present (5 years)

Ntsquared Properties I, LLC

2019 - Present (5 years)

Nt Squared Properties Ii, LLC

2018 - Present (6 years)

Ntsquared Properties, LLC

2021 - 2022 (1 year)

Edward Jones

2021 - 2021 (< 1 year)

Credit One Bank

2012 - 2021 (9 years)

Wells Fargo

Disclosures

Please visit the SEC profile of Nicholas Troiani to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Saxony Capital Management, LLC

Marguerite Sansone
Saint Louis, MO
Jonathan Ewanio
Saint Louis, MO
Daniel Schmitz
Hamilton, OH
Richard Ackerman
Chesterfield, MO
Zachary Taylor
Newport Beach, CA
Jarad Mitchell
Saint Louis, MO
Gary Shumate
Downingtown, PA
Brent Derossett
Branson, MO

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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