RIA Intelligence

NESTEGG ADVISORS, INC.

CRD #125878 SEC #801-127294 HAUPPAUGE, NY 631-952-2700
SEC Registered
Total AUM
$229M
Discretionary
$229M
Employees
6
Clients
26
Accounts
597

Firm Details

Organization Type
Corporation
State of Formation
New York
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Dec 4, 2025
Branch Offices
2

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
LEVY, BUDDY, MARTINIPRESIDENT AND CCOE Control
LEVY, BUDDY, MARTINIPRESIDENT AND CCOE Control
LEVY, BUDDY, MARTINIPRESIDENT AND CCOE Control
LEVY, BUDDY, MARTINIPRESIDENT AND CCOE Control
LEVY, BUDDY, MARTINIPRESIDENT AND CCOE Control
LEVY, BUDDY, MARTINIPRESIDENT AND CCOE Control
LEVY, BUDDY, MARTINIPRESIDENT AND CCOE Control
LEVY, BUDDY, MARTINIPRESIDENT AND CCOE Control
LEVY, BUDDY, MARTINIPRESIDENT AND CCOE Control
LEVY, BUDDY, MARTINIPRESIDENT AND CCOE Control
LEVY, BUDDY, MARTINIPRESIDENT AND CCOE Control

Registrations

Federal

IA
Dec 4, 2025 REGISTERED

Notice Filings (3)

FL NH NY

Address

330 MOTOR PARKWAY
HAUPPAUGE, NY 11788
United States
Phone: 631-952-2700