Nicholas Troiani
CFAProfessional Summary
Nicholas 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.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Nicholas Bryan Troiani, Nick Troiani
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Videos & Posts
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Contact Information
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CORNERSTONE WEALTH MANAGEMENT, LLC
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Disclosures on record.
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Credentials
Years of Experience
16 years in the financial services industry
Current & Past Employments
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Current Firm
PURPOSEPATH CAPITAL, LLC
Contact Information
Main Address
105 N 36th Street, Quincy, IL 62301Phone Number
(888) 507-8158# of Employees
5Documents
Regulatory Assets Under Management
Total Number of Accounts
360AUM (Assets Under Management)
$62,998,932Similar Advisors
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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.
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State Registrations and Notice Filings
(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
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 52TO — Municipal Securities Representative Examination
Passed Mar 2022About the Series 52TO examSimilar Advisors
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CRS (Client Relationship Summary) - RIA
Click below to view Nicholas Troiani's CRS (Customer Relationship Summary).
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