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NESTEGG ADVISORS, INC.

CRD 125878 · SEC 801-127294

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330 MOTOR PARKWAY, HAUPPAUGE, NY, 11788, United States

Phone

631-952-2700

Fax

631-952-2177

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$272.7M

Discretionary AUM

$272.7M

Team

5 total employees; 3 advisory reps

Clients

11-25

Fees

Percentage of AUM; Hourly charges; Fixed fees; CHARGE FEES FOR EDUCATIONAL COURSES AND SEMINARS

Org form

Corporation

Filing date

2026-02-27

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Publication of periodicals

Client types

TypeClientsAUM
Individuals135$55.1M
High net worth individuals102$217.6M

States served

NY, NH, FL

All web addresses on file

Official SEC filing: View on IAPD