NESTEGG ADVISORS, INC.

330 Motor Parkway
Hauppauge, New York 11788
Tel: 631-952-2700

About NESTEGG ADVISORS, INC.

NESTEGG ADVISORS, INC, formally registered with the SEC as NESTEGG ADVISORS, INC. The firm was established in 02/13/2023. They have over 3 offices throughout the country.

NESTEGG ADVISORS, INC. is a Hauppauge, New York based Financial Planning firm with nearly $228,956,702 assets under management, offering retirement planning & investment advisory services to 597 clients. The firm is staffed with 6 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	125878
SEC#	801-127294
Assets Managed by Firm	$228,956,702
No. of Clients	597
No. of Advisors	6

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees
Other (CHARGE FEES FOR EDUCATIONAL COURSES AND SEMINARS)

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Publication of periodicals and newsletters

Firm Client Information

	No. of Clients	AUM
Firm Total	597	$228,956,702
Individuals (other than high net worth individuals)	154	$62,160,131
High net worth individuals	78	$166,796,571

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