Nicholas Troiani
Purposepath Capital · O'Fallon, Missouri
Nicholas Troiani is a fee-only financial advisor at Purposepath Capital in O'Fallon, Missouri, who holds the CFA credential. Purposepath Capital reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Purposepath Capital |
|---|---|
| Based in | O'Fallon, Missouri |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $63.0M across 360 accounts |
| Credentials | CFA |
| SEC registration | Investment adviser representative in MO · CRD 5631966 |
| Exams passed | Series 63 (2010) · Series 66 (2022) |
| Firm size | 5 employees |
| Disclosures | None reported |
| Website | podcasts.apple.com/us/podcast/retirement-salsa-spicing-up-your-financial-future/id1842853735 |
| Profile |
How Nicholas's firm compares
- Purposepath Capital's average account is about $175,000, from its Form ADV (assets managed divided by 360 accounts).
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Questions about Nicholas
Is Nicholas Troiani a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Nicholas holds no broker registration, and Purposepath Capital reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Nicholas charge for financial advice?
Nicholas's firm, Purposepath Capital, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Nicholas Troiani based?
Nicholas Troiani is based in O'Fallon, Missouri.
What credentials does Nicholas Troiani hold?
Nicholas Troiani holds the CFA credential.
Is Nicholas Troiani registered with the SEC?
Yes. Nicholas Troiani is registered as an investment adviser representative in MO (CRD 5631966), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Purposepath Capital manage?
Purposepath Capital reports $63.0M across 360 accounts in assets under management.
How do I contact Nicholas Troiani?
Through Nicholas's website, podcasts.apple.com/us/podcast/retirement-salsa-spicing-up-your-financial-future/id1842853735.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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