Nicholas Troia
Professional Summary
Nicholas Troia is a registered financial advisor currently at NEST EGG located in Conshohocken, Pennsylvania and NEST INVESTMENTS BD LLC located in Conshohocken, Pennsylvania. Nicholas is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2024. Nicholas has worked at 4 firms and has passed the Series 66, Series 7TO and SIE exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
There are no additional aliases reported.
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Videos & Posts
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Contact Information
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Disclosures on record.
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Years of Experience
2 years in the financial services industry
Current & Past Employments
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Current Firm
NEST EGG | NEST INVESTMENTS LLC | NEST EGG AT WASHINGTON STATE BANK | NEST EGG AT REPUBLIC BANK | NEST EGG AT PREVAIL BANK | NEST EGG AT PHOENIXVILLE FEDERAL BANK | NEST EGG AT OCEANFIRST BANK | NEST EGG AT KEYSAVINGS BANK | NEST EGG AT JWCOLE | NEST EGG AT HEFCU | NEST EGG AT GERMAN AMERICAN STATE BANK | NEST EGG AT FORTIFI BANK | NEST EGG AT FLANAGAN STATE BANK | NEST EGG AT FIRST STATE BANK | NEST EGG AT FIRST BANK HAMPTON | NEST EGG AT ATLANTIC FEDERAL CREDIT UNION
Contact Information
Main Address
20 Ash Street Suite 300, Conshohocken, PA 19428Mailing Address
P.o. Box 266, Conshohocken, PA 19428Phone Number
(888) 345-2163# of Employees
14SEC notice filing (12 States and Territories)
Registered to provide investment advisory services in 12 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
2,832AUM (Assets Under Management)
$131,701,940Similar 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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Primary Firm SEC Registration
NEST EGG | NEST INVESTMENTS LLC | NEST EGG AT WASHINGTON STATE BANK | NEST EGG AT REPUBLIC BANK | NEST EGG AT PREVAIL BANK | NEST EGG AT PHOENIXVILLE FEDERAL BANK | NEST EGG AT OCEANFIRST BANK | NEST EGG AT KEYSAVINGS BANK | NEST EGG AT JWCOLE | NEST EGG AT HEFCU | NEST EGG AT GERMAN AMERICAN STATE BANK | NEST EGG AT FORTIFI BANK | NEST EGG AT FLANAGAN STATE BANK | NEST EGG AT FIRST STATE BANK | NEST EGG AT FIRST BANK HAMPTON | NEST EGG AT ATLANTIC FEDERAL CREDIT UNION
State Registrations and Notice Filings
(9/18/2026)
(9/18/2026)
(9/18/2026)
(9/23/2026)
(9/18/2026)
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.Note:This rule does not apply to broker-dealer activity.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
SRO Registrations
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CRS (Client Relationship Summary) - RIA
Click below to view Nicholas Troia's CRS (Customer Relationship Summary).
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