Victor
Giustina

Saxony Capital Management, LLC

CRD#1969074
Investment Advisor
in Atlanta, GA

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About this Advisor

Victor Giustina is a financial advisor based in Atlanta, Georgia, working with Saxony Capital Management, LLC. Victor has previously held positions at Transamerica Financial Advisors, Inc, World Financial Group, Inc, N.E.W. Plastics Corp, Fullerton Group, Bison Wealth, LLC, Saxony Capital Management, and Patrick Capital Markets. Victor has passed the Series 66 and Series 63 regulatory exams and is registered to provide services in Georgia. Currently, Victor is part of Saxony Capital Management, LLC, which operates out of Atlanta, Georgia. The firm has 19 offices and 6 employees. The firm manages assets totaling $239.3 million and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, and selection of other advisers. The fee structure at Saxony Capital Management, LLC includes asset-based, hourly, fixed, and other fees.

Certifications and Registrations

Series 66, Series 63

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Others

Office Location

Atlanta, GA

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Saxony Capital Management, LLC Brokerage Details

Total Assets Under Management

$239,289,634

GA Average: $11,469,110,461
Total Number of Employees

6

GA Average: 458
Total Number of Accounts

1,192

GA Average: 33,415
Average Account Size

$200,746

GA Average: $343,232

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers

Victor Giustina Work History

2024 - Present (1 year)

Saxony Capital Management

2024 - Present (1 year)

Patrick Capital Markets

2023 - 2024 (1 year)

Bison Wealth, LLC

2020 - 2022 (2 years)

Transamerica Financial Advisors, Inc

2020 - 2022 (2 years)

World Financial Group, Inc

2018 - 2021 (3 years)

N.E.W. Plastics Corp

2010 - 2024 (14 years)

Fullerton Group

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Disclosures

Please visit the SEC profile of Victor Giustina to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Saxony Capital Management, LLC

Marguerite Sansone
Saint Louis, MO
Jonathan Ewanio
Saint Louis, MO
Zachary Taylor
Newport Beach, CA
Jarad Mitchell
Saint Louis, MO
Brent Derossett
Branson, MO
Jason Pueschel
Hebron, CT
Daniel Schmitz
Hamilton, OH
Mark Aigner
Suttons Bay, MI

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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