Nicolas
Paxson
Constellation Wealth Advisors
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About this Advisor
Nicolas Paxson is a certified financial planner based in Cincinnati, Ohio. Paxson is an employee of Constellation Wealth Advisors. Over the course of their career, they have held roles at Ritter Daniher Financial Advisory LLC, University Of Dayton, University Of Dayton Men'S Golf Team, Unison Industries, Saint Xavier High School and Constellation Wealth Advisors. Paxson is approved to serve investors in Ohio. Constellation Wealth Advisors is a company operating out of Cincinnati, OH. The firm has offices in two locations and a total of 30 advisors. It handles $3 billion in assets across its 1,975 customer accounts, placing it among the biggest financial advisory firms in the United States by assets under management. The firm serves four charitable organizations. Of its 1,975 customer accounts, 57% are held by high-net-worth investors who have at least $1 million in assets available to invest. The firm provides a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters and educational seminars. Fees charged by financial advisors vary depending on the financial services offered. However, fee types charged by Constellation Wealth Advisors likely are comprised of asset-based, fixed and performance-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Constellation Wealth Advisors Brokerage Details
$3,047,335,087
30
1,975
$1,542,954
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
Nicolas Paxson Work History
Nicolas has been registered as a financial advisor for 0 years.*
Constellation Wealth Advisors
Ritter Daniher Financial Advisory LLC
Ritter Daniher Financial Advisory LLC
Ritter Daniher Financial Advisory LLC
University Of Dayton Men'S Golf Team
Unison Industries
University Of Dayton
Saint Xavier 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 Nicolas Paxson 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 Constellation Wealth Advisors
Cincinnati, OH
Cincinnati, OH
Cincinnati, OH
Cincinnati, OH
Cincinnati, OH
Cincinnati, OH
Cincinnati, OH
Cincinnati, OH
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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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.
