Thomas
Scorcia
Saxony Capital Management, LLC
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About this Advisor
Thomas Scorcia is a financial advisor based out of Saint Louis, Missouri. Scorcia works at Saxony Capital Management, LLC. Over the course of their career, Scorcia has held roles at Trinity Wealth Securities L.L.C, Florida Financial Advisors (Dba Tristate Financial Advisors), Tottenville High School, Abr Plumbing And Heating, University Of Tampa, Afs Janitorial LLC, Jms Med Supply, Brookstone Capital Management, Saxony Securities Inc and Saxony Capital Management. Scorcia has Series 65 and Series 63 licenses, designating them as both a securities agent and an investment advisor representative, and is registered to advise clients in New Jersey and Pennsylvania. Saxony Capital Management, LLC is a company headquartered in Saint Louis, MO. The company has offices in 22 locations and a total of seven people on staff. It has $163 million in assets between its 540 client accounts, placing it among the mid-sized firms in the United States by assets under management. The firm provides services to one charities and foundations. Of its 540 client accounts, just 11% belong to high-net-worth clients who have more than $1 million in investable assets. Saxony Capital Management, LLC offers a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. A financial advisor's fees typically are based on which services the firm provides the client. However, fee types charged by Saxony Capital Management, LLC most likely include any blend of asset-based, hourly, fixed, performance-based and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Saxony Capital Management, LLC Brokerage Details
$163,089,052
7
540
$302,017
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
Thomas Scorcia Work History
Thomas has been registered as a financial advisor for 0 years.*
Saxony Securities Inc
Saxony Capital Management
Brookstone Capital Management
Trinity Wealth Securities L.L.C
Florida Financial Advisors (Dba Tristate Financial Advisors)
Jms Med Supply
University Of Tampa
Afs Janitorial LLC
Abr Plumbing And Heating
University Of Tampa
Tottenville High School
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Thomas Scorcia 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
Hamilton, OH
Suttons Bay, MI
Chesterfield, MO
Saint Louis, MO
Saint Louis, MO
Saint Louis, MO
Saint Louis, MO
Hebron, CT
The content in this profile was updated by SmartAsset on 4/16/2023. 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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