Nestegg Advisors, Inc.
Nestegg Advisors, Inc. is an SEC-registered wealth manager in Hauppauge, NY with $272.7M assets under management (AUM, regulatory AUM), +19% over one year. See who owns Nestegg Advisors, Inc.: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 125878, SEC 801-127294, data through 2026-06-30.
- AUM (assets under management / regulatory AUM)
- $272.7M (2026-06-30)
- Firm type
- Wealth Manager
- Location
- Hauppauge, NY
- Employees
- 5
- Clients
- 237
- CRD
- 125878
- Ownership
- LEVY, BUDDY, MARTIN
How much AUM does Nestegg Advisors, Inc. have?
Nestegg Advisors, Inc. reported $272.7M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-06-30).
Who owns Nestegg Advisors, Inc.?
Disclosed owners and executives of Nestegg Advisors, Inc. include LEVY, BUDDY, MARTIN. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.