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Sam Nayden

Advisor at Ansonia Capital Advisors LLC

Updated today

Firm

Ansonia Capital Advisors LLC

Location

Princeton, NJ 08540

Credentials

Series 65

Industry experience

< 1 year

About

Sam Nayden is the sole advisor at Ansonia Capital Advisors LLC in Princeton, NJ. He holds a Series 65 designation and has prior experience at Ansonia Strategic Advisors, Brandstar, Dun & Bradstreet, and Motive Partners. Outside of his advisory role, Mr. Nayden provides consulting services through his own entities and advises companies including Slingshot Aerospace and Wealthlane. Ansonia Capital Advisors LLC is a state-registered investment adviser offering customized investment management to individuals, high-net-worth clients, trusts, and estates. The firm employs a fundamental analysis approach to construct portfolios using ETFs, mutual funds, individual securities, and options, and incorporates tactical risk management strategies including margin loans and covered-call options.

Client services

Based on Ansonia Capital Advisors LLC

Portfolio management

Expertise

Based on Ansonia Capital Advisors LLC

Active portfolio management Options & derivatives strategies Concentrated stock management

Fee options

Percentage

$0 - $1,000,000: 0.60% annually $1,000,001+: 0.50% annually

Other

Account minimum: $100,000 Fee-only: Fees based on assets under management only; no commissions or other compensation received.

Location

342 Dodds Ln

Princeton, NJ 08540

Most active in

New Jersey

Work history

Ansonia Strategic Advisors

2024 - Present (2 years)

Brandstar

2022 - 2024 (2 years)

Dun & Bradstreet

2020 - 2023 (3 years)

Motive Partners

2016 - 2020 (4 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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