Matthew
Lesnikowski
Saxony Capital Management, LLC
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About this Advisor
Matthew Lesnikowski is a financial advisor operating out of Saint Louis, Missouri who has 1 year of relevant experience. Lesnikowski is currently employed by Saxony Capital Management, LLC. During their career, the advisor has held roles at Pioneer Institutional Asset Management, Inc, Morgan Stanley Distribution, Inc, Morgan Stanley Investment Management Inc and Patrick Capital Markets. Lesnikowski maintains Series 63, Series 65 and Series 66 licenses, which qualify them as both a securities agent and an investment advisor representative, and is registered to operate in Minnesota. Saxony Capital Management, LLC is a registered investment firm that has its headquarters in Saint Louis, MO. The company has offices in 22 locations and a total of seven people on staff. It manages $163 million in total assets across its 540 customer accounts, making it one of the mid-sized financial advisory 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 individuals who have at least $1 million in assets available to invest. Saxony Capital Management, LLC provides a broad array 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 depend on the type of financial services. Fee types billed by Saxony Capital Management, LLC most likely are comprised 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
Matthew Lesnikowski Work History
Matthew has been registered as a financial advisor for 1 years.*
Patrick Capital Markets
Morgan Stanley Distribution, Inc
Morgan Stanley Investment Management Inc
Pioneer Institutional Asset Management, Inc
*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 Matthew Lesnikowski 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
Suttons Bay, MI
Hamilton, OH
Chesterfield, MO
Saint Louis, MO
Hebron, CT
Saint Louis, MO
Saint Louis, MO
Saint Louis, MO
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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