CRD: 2907
Nestlerode & LOY, Inc.
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- Custodian
- RBC
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 04-09-1979
- Office Locations
- 1
Office Locations
About Nestlerode & LOY, Inc.
Nestlerode & Loy, Inc. is an independent investment advisory firm in State College, PA serving individuals and families, small businesses, and local nonprofits. The team provides financial planning and portfolio guidance across ETFs, mutual funds, stocks, bonds, money markets, CDs, annuities, and insurance, with a relationship-driven approach built over 85+ years and multi-generational client ties.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
JUDY LYNNE LOY
Chief Executive Officer, Investment Advisor
- CRD
- #2249019
- Ownership
- 75% or more
BRIAN LEE ANDERSON
Chief Financial Officer
- CRD
- #4525228
- Ownership
- Less than 5%
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Nicole Renee Luckie
Administrative Assistant
- CRD
- #7893568
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $199,064,720 | $325,269 |
| Non-Discretionary | $0 | -- |
| Total | $199,064,720 | $325,269 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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