Nestlerode & Loy, Inc.
● SEC registered since 2018CRD 2907SEC# 801-112333State College, PA
Reg. AUM
$199.1M
Employees
4
Accounts
612
Location
State College, PA
Nestlerode & Loy, Inc. assets under management
Nestlerode & Loy, Inc. is a registered investment adviser overseen by the SEC based in State College, PA. The firm has been registered since 2018. It reports $199.1 million in regulatory assets under management and employs 4 people.
Nestlerode & Loy, Inc. owners & executives
5 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Brian Lee Anderson Control | Cfo | Under 5% | 2010 |
| Daniel Jared Nestlerode Control | Director | Under 5% | 2024 |
| Jody Marie Sharer Control | Chief Compliance Officer | Under 5% | 2009 |
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Join to unlock · $37/moFrequently asked questions
How much does Nestlerode & Loy, Inc. manage?
Nestlerode & Loy, Inc. reports $199.1 million in regulatory assets under management on its Form ADV.
How many employees does Nestlerode & Loy, Inc. have?
Nestlerode & Loy, Inc. reports 4 employees.
Where is Nestlerode & Loy, Inc. located?
Nestlerode & Loy, Inc. is based in State College, PA and has been SEC-registered since 2018.
Does Nestlerode & Loy, Inc. disclose fund performance?
Nestlerode & Loy, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 110 Regent Court, Suite 202, State College, PA 16801 |
| Phone | 814-238-6249 |
| Fax | 814-234-2432 |
| Office hours | 9 a.m. To 5 p.m. (Friday 9 a.m. To 4 p.m.) |
| SEC region | Philadelphia Regional Office (PLRO) |
| CIK | 71088 |
| Discloses disciplinary history | No |
Regulatory AUM
$199.1MNo change
Dec '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 75%
Larger than 25% of 16,271 advisers
EmployeesTop 69%
More than 31% of 16,825 advisers
Assets under management
$199.1Mregulatory AUM
Discretionary $199.1M