Nicholas B. Troiani

PURPOSEPATH CAPITAL

O'Fallon, MO 63366

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CRD#: 5631966

Professional summary

Nicholas Bryan Troiani, CFA, who also goes by Nicholas Bryan Troiani, Nick Troiani, is a registered financial advisor currently at PURPOSEPATH CAPITAL, LLC located in O'fallon, Missouri.

Nicholas is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2010. Nicholas has worked at 6 firms and has passed the Series 66, Series 63, Series 52TO, Series 7TO, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Nicholas Bryan Troiani | Nick Troiani

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

1) NT Squared Properties, LLC; non-investment related; conducted from private residence; rental property; owner; 10/2018; 15 hours/month; 0 hours during trading hours; operates rental property business 2) NT Squared Properties I, LLC; non-investment related; conducted from private residence; rental property; owner; 05/2019; 5 hours/month; 0 hours during trading hours; operates rental property business 3) NT Squared Properties II, LLC; non-investment related; conducted from private residence; rental property; owner; 05/2019; 20 hours/month; 0 hours during trading hours; operates rental property business 4) NRC Properties, LLC; non-investment related; conducted from private residence; rental property; owner; 07/2020; 20 hours/month; 0 hours during trading hours; managing partner of property business 5) Golden Knight Real Estate; non-investment related; conducted from private residence; part owner; 10/2020; 15 hours/month; 0 hours during trading hours; managing partner of property business 6) EMG Properties, LLC; non-investment related; conducted from private residence; part owner; 03/2022; 8 hours/month; 0 hours during trading hours; managing partner of property business

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Nicholas Bryan Troiani's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFA

Chartered Financial Analyst

Experience

Current

October 13, 2025 - Present

PURPOSEPATH CAPITAL, LLC

Office #1: 225 S Main, O'fallon, MO 63366

RIA

CRD#: 315556

O'Fallon, MO

Past

April 5, 2024 - October 7, 2025

SAXONY CAPITAL MANAGEMENT, LLC

RIA

CRD#: 122692

SAINT LOUIS, MO

Past

May 17, 2023 - October 7, 2025

SAXONY SECURITIES, INC.

CRD#: 115547

ST. LOUIS, MO

Past

March 8, 2022 - August 3, 2022

EDWARD JONES

RIA

CRD#: 250

ST. LOUIS, MO

Past

January 14, 2022 - August 3, 2022

EDWARD JONES

CRD#: 250

ST. LOUIS, MO

Past

October 15, 2010 - May 2, 2012

WELLS FARGO CLEARING SERVICES, LLC

CRD#: 19616

ST. LOUIS, MO

Past

October 15, 2010 - May 2, 2012

FIRST CLEARING, LLC

CRD#: 17344

ST. LOUIS, MO

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Missouri
(10/13/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 3/7/2022

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 11/29/2010

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 52TO

Date: 3/25/2022

Municipal Securities Representative Examination

General Industry/Product Exam

Series 7TO

Date: 1/14/2022

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 12/2/2021

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 10/14/2010

General Securities Representative Examination

Current Firm

PURPOSEPATH CAPITAL, LLC

CRD#: 315556 / SEC#:

Illinois

Registered Investment Advisory firm - (3/9/2022 Approved)

Missouri

Registered Investment Advisory firm - (8/25/2021 Approved)

New York

Registered Investment Advisory firm - (12/13/2024 Terminated)

Texas

Registered Investment Advisory firm - (2/2/2022 Conditional Restricted)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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Contact information

Main Address

636 Hampshire Street Suite 205, Quincy, IL 62305

Mailing Address

Phone number

(888) 507-8158

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	385
AUM (Assets Under Management)	$ 65,985,623

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Nicholas B. Troiani

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Nicholas Bryan Troiani's CRS (Customer Relationship Summary).

Certified licenses

Experience

SAXONY CAPITAL MANAGEMENT, LLC

SAXONY SECURITIES, INC.

EDWARD JONES

EDWARD JONES

WELLS FARGO CLEARING SERVICES, LLC

FIRST CLEARING, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 3/7/2022

Series 63

Date: 11/29/2010

Series 52TO

Date: 3/25/2022

Series 7TO

Date: 1/14/2022

SIE

Date: 12/2/2021

Series 7

Date: 10/14/2010

Current Firm

PURPOSEPATH CAPITAL, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

PURPOSEPATH CAPITAL, LLC

TRUST BUT VERIFY

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