Nestegg Advisors, Inc.
● SEC registered since 2023CRD 125878SEC# 801-127294Hauppauge, NY
Reg. AUM
$272.7M
Employees
5
Accounts
630
Location
Hauppauge, NY
Nestegg Advisors, Inc. assets under management
Nestegg Advisors, Inc. operates as an SEC-registered investment adviser based in Hauppauge, NY. The firm has been registered since 2023. It reports $272.7 million in regulatory assets under management and employs 5 people.
Nestegg Advisors, Inc. owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Buddy Martin Levy Control | President And Cco | Over 75% | 1996 |
Frequently asked questions
How much does Nestegg Advisors, Inc. manage?
Nestegg Advisors, Inc. reports $272.7 million in regulatory assets under management on its Form ADV.
How many employees does Nestegg Advisors, Inc. have?
Nestegg Advisors, Inc. reports 5 employees.
Where is Nestegg Advisors, Inc. located?
Nestegg Advisors, Inc. is based in Hauppauge, NY and has been SEC-registered since 2023.
Does Nestegg Advisors, Inc. disclose fund performance?
Nestegg Advisors, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 330 Motor Parkway, Hauppauge, NY 11788 |
| Phone | 631-952-2700 |
| Fax | 631-952-2177 |
| Office hours | 9:00 a.m. To 5:00 p.m. |
| SEC region | New York Regional Office (NYRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$272.7M▲ 19%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 65%
Larger than 35% of 16,271 advisers
EmployeesTop 62%
More than 38% of 16,825 advisers
Assets under management
$272.7Mregulatory AUM
Discretionary $272.7M