Nathaniel Phillips (CRD# 7233794) is an Investment Advisor Representative working at Saxony Capital Management, LLC in Saint Louis, MO and has over 3 years of experience in the finance industry.
CRD# 1018380
Cutter & Company, Inc.
CRD# 6306558
Toberman Becker Wealth, LLC
CRD# 5259774
Moneta Group Investment Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Saxony Capital Management | St. Louis, MO | Sep 2023 - Current | < 1 |
| Saxony Securities, Inc. | St. Louis, MO | Aug 2023 - Current | < 1 |
| Patrick Capital Markets, LLC | St. Louis, MO | Jun 2022 - Aug 2023 | 1 |
| Vistia Capital, LLC | Castle Rock, CO | Nov 2021 - Apr 2022 | < 1 |
| Patrick Capital Markets, LLC | Saint Louis, MO | Jan 2020 - Nov 2021 | 1 |
| Green Rock Capital Markets | Castle Rock, CO | Jan 2020 - Nov 2021 | 1 |
| Unemployed | Centennial, CO | Sep 2019 - Jan 2020 | < 1 |
| Katz, Sapper, & Miller | Indianapolis, IN | Sep 2006 - Sep 2019 | 13 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | May 2020 |
| S65 | NASAA Investment Advisors Law Examination | Aug 2023 |
- FL
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Total Assets Under Management239MILLIONS
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Total Number of Accounts1,192ACCOUNTS
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Average Account Value$200,746
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
AR, CA, CO, CT, FL, HI, IL, LA, MI, MN, MO, NC, NE, NJ, NY, OH, OK, PA, SC, TX
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