$272.7M Total AUM
$272.7M Disc. AUM
13.0% 3Y CAGR
5 Employees
237 ADV. Clients
3 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Pershing
- Clients
- Retail
- Platforms
- --
- Established Date
- 12-21-2022
- Office Locations
- 1
Office Locations
330 Motor Parkway Hauppauge NY
About Nestegg Advisors, Inc.
Nestegg Advisors, Inc. is a Hauppauge-based RIA. The firm has been operating for 3 years. Managing $272.7M in total assets under management, with 3 advisory representatives. They custody assets with Pershing.
Team overview
-- AVG AGE
$90.9M AVG AUM / ADVISOR
$1.2M AVG AUM / CLIENT
3.6 yrs AVG TENURE
5 Employees
3 Advisory Reps
3 RIA Reps
3yrs Firm Age
Insights
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Asset Classes
Available
Client Personas
Available
Investment Themes
Available
Investment Vehicles
Available
Platform
Available
Services
Available
Owner & Executives
BUDDY MARTIN LEVY
Chief Compliance Officer, President
- CRD
- #2387806
- Ownership
- 75% or more
Available
Available
Available
Showing 1 of 1 owners & executives
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DANIEL PETER LARSEN
--
- CRD
- #6171710
Available
Available
Available
Evan Joshua Levy
--
- CRD
- #6188440
Available
Available
Available
Showing 2 of 3 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $272,745,355 | $432,929 |
| Non-Discretionary | $0 | -- |
| Total | $272,745,355 | $432,929 |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available Equity - OTC:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Equity - OTC | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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