Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nicholas? Claim Your ProfileNicholas Troy is an investment advisor representative at Wealthspire Advisors. Nicholas has been in the industry since 2024. Nicholas holds a Series 65 license and specializes in investment advice for individuals, high net worth individuals, corporations or other businesses, charitable organizations, pension and profit sharing plans, and state or municipal government entities. Wealthspire Advisors is a firm with over $21 billion in assets under management, and they provide a variety of advisory services including financial planning, pension consulting, portfolio management, and selection of other advisors.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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NY
02/13/2025 - Present
Wealthspire Advisors (Melville NY)
Active
Inactive
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