PT
CFA
PT
CFA

Phineas William Troy

8 Years of Experience
Areas of Practice
High Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
21 advisors
Number of Clients
161 clients
Average Client Portfolio
$4.7M average
Assets Under Management
$753.6M
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Location

231 South Bemiston Avenue, 14th Floor, Clayton, MO, 63105

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Asset Consulting Group, LLC
June 2021 - Present · 4 yrs 8 mos
Previous Registrations
Mgi Funds Distributors, LLCBroker
July 2020 - December 2020 · 5 mos
UBS Financial Services INC.
September 2008 - April 2012 · 3 yrs 7 mos
UBS Financial Services INC.Broker
September 2008 - April 2012 · 3 yrs 7 mos
State Registrations4 states
MIMOOKTX
Advisor
Exams
No exam information available for this advisor.