Nicolas Allen Paxson

Employer firm

Constellation Wealth Advisors CRD 147253

$5.40B regulatory AUM 9 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2019 → 04/2022
  Ritter Daniher Financial Advisory Llc
  Cincinnati, OH
• 04/2022 → 06/2022
  Ritter Daniher Financial Advisory Llc
  Cincinnati, OH
• 06/2018 → 05/2019
  Unemployed
  Cincinnati, OH
• 08/2013 → 05/2018
  University Of Dayton
  Dayton, OH
• 08/2017 → 05/2018
  University Of Dayton Men's Golf Team
  Dayton, OH
• 06/2022 → 02/2023
  Ritter Daniher Financial Advisory Llc
  Cincinnati, OH
• 02/2023 → Present
  Constellation Wealth Advisors
  Cincinnati, OH

Previous Registrations

• 2022-06-22 → 2023-02-10
  Ritter Daniher Financial Advisory Llc
  Cincinnati, OH
• 2022-05-12 → 2022-06-29
  Ritter Daniher Financial Advisory Llc
  Cincinnati, OH

Other Businesses

Saint Xavier High School Athletic Department Not Investment Related 600 W North Bend Rd, Cincinnati, OH 45224 High School Athletics Assistant Golf Coach 6/16/2022 Approximately 10 hours a week for a 10 week season Of that 10 hours a week, 1-2 hours may be during securities trading hours. Most is after the market closes or on the weekend.

Designations

• Certified Financial Planner

Other Names

• Nick Paxson