NESTEGG ADVISORS, INC.
Adviser information for NESTEGG ADVISORS, INC. last updated from Form ADV on January 23rd, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Corporation |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | New York, United States |
Employees
| Total Number of Employees | 4 |
|---|---|
| Investment Advisory/Research | 3 |
| Registered Broker-Dealer Representatives | 3 |
| Registered State Investment Advisers | 3 |
| Licensed Agents of an Insurance Company | 3 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 563 | $197.7M |
| Non-Discretionary | 0 | $0 |
| Total | 563 | $197.7M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 160 | $70.7M |
| HNW Individuals | 70 | $127.0M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 0 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businessesPublication of periodicals or newslettersEDUCATIONAL COURSES & SEMINARS |
|---|---|
| Compensation | % of AUMHourly chargesFixed feesCHARGE FEES FOR EDUCATIONAL COURSES AND SEMINARS |
Wrap Fee Program
| Offers Wrap Fee Program | Yes |
|---|
| Acting As | RAUM |
|---|---|
| Sponsor | 0 |
| Portfolio Manager | 0 |
| Both for Same | 197.7M |
| Portfolio Manager to Program | Sponsor |
|---|---|
| NESTEGG ADVISORS WRAP FEE PROGRAM | NESTEGG ADVISORS, INC. |
Identifiers
| SEC RIA File Number | 801-127294 |
|---|---|
| SEC ERA File Number | 801-127294 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 125878 |
| Legal Entity Identifier | None |
Principal Office
330 MOTOR PARKWAYHAUPPAUGE
NY
United States
Monday - Friday, 9:00 AM TO 5:00 PM
Tel: 631-952-2700, Fax: 631-952-2177
Chief Compliance Officer
BUD LEVY
PRESIDENT
330 MOTOR PARKWAY
STE 305
HAUPPAUGE
NY
United States
Tel:
631-952-2700
B******@******************T
(Full email address available in API data)
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| LEVY, BUDDY, MARTIN | Individual | – | PRESIDENT AND CCO | 03/1996 | > 75% |