Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Thomas? Claim Your ProfileThomas Joseph Scorcia is a financial advisor based in SAINT LOUIS, MO. Thomas has been in the financial services industry since 2019. He is currently registered as a Registered Representative with Saxony Capital Management, LLC. Thomas holds several securities licenses including Series 63, Series 65 and Series 6TO. He is also a registered Investment Advisor in Louisiana, New Jersey, Pennsylvania and Texas. Prior to joining Saxony Capital Management, LLC, Thomas was a financial advisor with Trinity Wealth Securities, L.L.C. Thomas specializes in providing financial planning, portfolio management for businesses and individuals, 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.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
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.
Consulting fees to ria's, finders fees, fees third party manager
1
2
MO
01/02/2025 - Present
Saxony Capital Management, LLC (SAINT LOUIS MO)
PA
10/17/2019 - 04/14/2021
TRINITY WEALTH SECURITIES, L.L.C. (Philadelphia PA)
FL
06/17/2019 - 08/13/2019
TRINITY WEALTH SECURITIES, L.L.C. (tampa FL)
BC
Issued 06/22/2020
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 07/29/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/17/2019
SIE - Securities Industry Essentials Examination
BC
Issued 06/08/2019
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Thomas Scorcia is the right advisor for you? Invested Better is here to help.
