Nestegg Advisors, Inc.

Nestegg Advisors, Inc. (CRD# 125878) is a financial advisory firm headquartered in Hauppauge, NY. They manage $197,661,315 in 563 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
330 Motor Parkway, Hauppauge, NY 11788
http://www.nesteggadvisors.net
By the Numbers
  • Total Assets Under Management
    198
    MILLION
  • Total Number of Accounts
    563
    ACCOUNTS
  • Average Account Value
    $351,086
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Publication of periodicals or newsletters
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

FL, NY

Financial Advisors at Nestegg Advisors, Inc.
Showing 1 - 3 of 3 top financial advisors.
1
Daniel Larsen, financial advisor Hauppauge NY
Daniel P. Larsen
CRD#: 6171710
330 Motor Parkway, Hauppauge, NY 11788

Daniel Larsen (CRD# 6171710) is an Investment Advisor Representative working at Nestegg Advisors, Inc. in Hauppauge, NY and has over 11 years of experience in the finance industry.

2
Buddy Levy, financial advisor Hauppauge NY
Buddy M. Levy
CRD#: 2387806
330 Motor Parkway, Hauppauge, NY 11788

Buddy Levy (CRD# 2387806) is an Investment Advisor Representative working at Nestegg Advisors, Inc. in Hauppauge, NY and has over 30 years of experience in the finance industry.

3
Evan Levy, financial advisor Hauppauge NY
Evan J. Levy
CRD#: 6188440
330 Motor Parkway, Hauppauge, NY 11788

Evan Levy (CRD# 6188440) is an Investment Advisor Representative working at Nestegg Advisors, Inc. in Hauppauge, NY and has over 10 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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