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NESTLERODE & LOY, INC.
CRD 2907 · SEC 801-112333
110 REGENT COURT, SUITE 202, STATE COLLEGE, PA, 16801, United States
Phone
814-238-6249
Fax
814-234-2432
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$199.1M
Discretionary AUM
$199.1M
Team
4 total employees; 2 advisory reps; 1 broker-dealer reps
Clients
51-100
Fees
Percentage of AUM; Hourly charges
Org form
Corporation
Filing date
2025-12-23
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Publication of periodicals
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 215 | $69.1M |
| High net worth individuals | 47 | $114.6M |
| Charitable organizations | 8 | $15.3M |
States served
MD, PA, VA, TX, FL
All web addresses on file
Official SEC filing: View on IAPD