Nestlerode & Loy, Inc.

Nestlerode & Loy, Inc. (CRD# 2907) is a financial advisory firm headquartered in State College, PA. They manage $105,326,285 in 438 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    105
    MILLION
  • Total Number of Accounts
    438
    ACCOUNTS
  • Average Account Value
    $240,471
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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

PA

Financial Advisors at Nestlerode & Loy, Inc.
Showing 1 - 3 of 3 top financial advisors.
1
Judy L. Loy
CRD#: 2249019
110 Regent Court, Suite 202, State College, PA 16801
96
Wealthminder
score

Judy Loy (CRD# 2249019) is an Investment Advisor Representative working at Nestlerode & Loy, Inc. in State College, PA and has over 25 years of experience in the finance industry.

2
Brittany N. Cox
CRD#: 5955354
110 Regent Court, Suite 202, State College, PA 16801
89
Wealthminder
score

Brittany Cox (CRD# 5955354) is an Investment Advisor Representative working at Nestlerode & Loy, Inc. in State College, PA and has over 2 years of experience in the finance industry.

3
Daniel J. Nestlerode
CRD#: 346594
110 Regent Court, Suite 202, State College, PA 16801
87
Wealthminder
score

Daniel Nestlerode (CRD# 346594) is an Investment Advisor Representative working at Nestlerode & Loy, Inc. in State College, PA and has 1 year of experience in the finance industry.

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