RIA Intel›Advisers›New York›NESTEGG ADVISORS, INC.

NESTEGG ADVISORS, INC.

Advisory

N·HAUPPAUGE, NY

Data as of Feb 27, 2026 · Source: SEC Form ADV

Total AUM
$273M
1-Year AUM Growth
0.0%
3-Year CAGR
+2.5%
Employees
3
Assets Under Management
Total AUM$273M
Discretionary AUM$273M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients232
Team
Total Employees3
Investment Advisers5
Employee Growth (1Y)0.0%
Filing History
Total Filings on Record7
First FilingJan 6, 2023
Latest FilingFeb 27, 2026
🔒 Full AUM trend chart and 7 historical filings spanning 3+ years
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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👥 Owners & Officers

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🏦 Client Demographics

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