Nestlerode & Loy, Inc.
Nestlerode & Loy, Inc. (CRD# 2907) is a financial advisory firm headquartered in State College, PA. They manage $155,195,579 in 562 accounts and serve the financial needs of clients across 3 states (or territories).
Current Firm Details
By the Numbers
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Total Assets Under Management155MILLION
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Total Number of Accounts562ACCOUNTS
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Average Account Value$276,149
Compensation Options
- A percentage of assets under your management
- Hourly charges
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Publication of periodicals or newsletters
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
PA, TX, VA
Financial Advisors at Nestlerode & Loy, Inc.
1
Judy Loy (CRD# 2249019) is an Investment Advisor Representative working at Nestlerode & Loy, Inc. in State College, PA and has over 31 years of experience in the finance industry.
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