Nest Egg

Nest Egg (CRD# 286024) is a financial advisory firm headquartered in Conshohocken, PA. They manage $74,147,389 in 2,262 accounts and serve the financial needs of clients across 12 states (or territories).

Current Firm Details
20 Ash Street, Suite 300, Conshohocken, PA 19428
http://www.mybanknestegg.com
By the Numbers
  • Total Assets Under Management
    74
    MILLION
  • Total Number of Accounts
    2,262
    ACCOUNTS
  • Average Account Value
    $32,780
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CO, FL, IA, IL, IN, KY, NJ, NY, OH, PA, TN, WI

Financial Advisors at Nest Egg
Showing 1 - 5 of 5 top financial advisors.
1
Charles Scavone, financial advisor Conshohocken PA
Charles A. Scavone
CRD#: 6680009
20 Ash Street, Suite 300, Conshohocken, PA 19428

Charles Scavone (CRD# 6680009) is an Investment Advisor Representative working at Addison Capital  and Nest Egg in Philadelphia, PA and has over 2 years of experience in the finance industry.

2
Jason Berkson, financial advisor Conshohocken PA
Jason D. Berkson
CRD#: 7186985
20 Ash Street, Suite 300, Conshohocken, PA 19428

Jason Berkson (CRD# 7186985) is an Investment Advisor Representative working at Nest Egg in Conshohocken, PA and has over 3 years of experience in the finance industry.

3
Jason Dorfman, financial advisor Conshohocken PA
Jason A. Dorfman
CRD#: 6895132
20 Ash Street, Suite 300, Conshohocken, PA 19428

Jason Dorfman (CRD# 6895132) is an Investment Advisor Representative working at Nest Egg in Conshohocken, PA and has over 6 years of experience in the finance industry.

4
Samuel Hardy, financial advisor Conshohocken PA
Samuel M. Hardy
CRD#: 7526838
20 Ash Street, Suite 300, Conshohocken, PA 19428

Samuel Hardy (CRD# 7526838) is an Investment Advisor Representative working at Nest Egg in Conshohocken, PA and has 1 year of experience in the finance industry.

5
Ryan Shane, financial advisor Conshohocken PA
Ryan T. Shane
CRD#: 6342977
20 Ash Street, Suite 300, Conshohocken, PA 19428

Ryan Shane (CRD# 6342977) is an Investment Advisor Representative working at Nest Egg in Conshohocken, PA and has over 6 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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