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Nicholas Troiani

Saxony Capital Management, LLC

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About Nicholas Troiani

Nicholas Troiani is a financial advisor with Saxony Capital Management, LLC. Nicholas Troiani is registered with the state of Missouri. Nicholas Troiani has been in the industry since April 8, 2021. Nicholas Troiani specializes in providing financial planning, portfolio management for businesses, and portfolio management for individuals. Nicholas Troiani is also a Chartered Financial Analyst.

Firm Information

Nicholas Troiani is currently registered with Saxony Capital Management, LLC. Saxony Capital Management, LLC is a Saint Louis, MO-based investment advisory firm that manages approximately $239.3 million in assets for a diverse range of clients, including individuals, high-net-worth individuals, corporations, charitable organizations, and others. They offer a variety of advisory services, including financial planning, portfolio management, and selection of other advisors.
Saxony Capital Management, LLC

11152 S TOWNE SQUARE

SAINT LOUIS, MO 63123

$239.29M

Assets Under Management

Not reported

Total Clients

36

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Consulting fees to ria's, finders fees, fees third party manager

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Nicholas Troiani’s Registration & Firm History

MO

04/05/2024 - Present

Saxony Capital Management, LLC (SAINT LOUIS MO)

MO

01/14/2022 - 08/03/2022

EDWARD JONES (ST. LOUIS MO)

MO

10/15/2010 - 05/02/2012

FIRST CLEARING, LLC (ST. LOUIS MO)

MO

10/15/2010 - 05/02/2012

WELLS FARGO ADVISORS, LLC (ST. LOUIS MO)

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Licenses & Designations

BOTH

Issued 03/07/2022

Series 66 - Uniform Combined State Law Examination

BC

Issued 11/29/2010

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 03/25/2022

Series 52TO - Municipal Securities Representative Examination

BC

Issued 01/14/2022

Series 7TO - General Securities Representative Examination

BC

Issued 12/02/2021

SIE - Securities Industry Essentials Examination

BC

Issued 10/14/2010

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Nicholas Troiani.
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