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Nestegg Advisors, Inc.

● SEC registered since 2023CRD 125878SEC# 801-127294Hauppauge, NY
Export (members)
Reg. AUM
$229M
Employees
6
Accounts
597
Location
Hauppauge, NY

Nestegg Advisors, Inc. assets under management

Nestegg Advisors, Inc. operates as an SEC-registered investment adviser based in Hauppauge, NY. The firm has been registered since 2023. It reports $229 million in regulatory assets under management and employs 6 people.
facebook.com/nesteggadvisorsincView on SEC.gov ↗

Nestegg Advisors, Inc. owners & executives

1 reported
NameTitleOwnershipSince
Buddy Martin Levy ControlPresident And CcoOver 75%1996

Frequently asked questions

How much does Nestegg Advisors, Inc. manage?

Nestegg Advisors, Inc. reports $229 million in regulatory assets under management on its Form ADV.

How many employees does Nestegg Advisors, Inc. have?

Nestegg Advisors, Inc. reports 6 employees.

Where is Nestegg Advisors, Inc. located?

Nestegg Advisors, Inc. is based in Hauppauge, NY and has been SEC-registered since 2023.

Does Nestegg Advisors, Inc. disclose fund performance?

Nestegg Advisors, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address330 Motor Parkway, Hauppauge, NY 11788
Phone631-952-2700
Fax631-952-2177
Office hours9:00 a.m. To 5:00 p.m.
SEC regionNew York Regional Office (NYRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$229M
Non-discretionary$0
Total (RAUM)$229M