| Name | Title | Ownership | Since |
|---|---|---|---|
| Brian Lee Anderson Control | Cfo | Under 5% | 2010 |
| Daniel Jared Nestlerode Control | Director | Under 5% | 2024 |
| Jody Marie Sharer Control | Chief Compliance Officer | Under 5% | 2009 |
Nestlerode & Loy, Inc. reports $199.1 million in regulatory assets under management on its Form ADV.
Nestlerode & Loy, Inc. reports 4 employees.
Nestlerode & Loy, Inc. is based in State College, PA and has been SEC-registered since 2018.
Nestlerode & Loy, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 110 Regent Court, Suite 202, State College, PA 16801 |
| Phone | 814-238-6249 |
| Fax | 814-234-2432 |
| Office hours | 9 a.m. To 5 p.m. (Friday 9 a.m. To 4 p.m.) |
| SEC region | Philadelphia Regional Office (PLRO) |
| CIK | 71088 |
| Discloses disciplinary history | No |
| Discretionary | $199.1M |
| Non-discretionary | $0 |
| Total (RAUM) | $199.1M |