RIA Intelligence

NEST INVESTMENTS LLC

Legal name: NEST EGG

CRD #286024 SEC #801-108790 CONSHOHOCKEN, PA 888-345-2163
SEC Registered
Total AUM
$101.6M
Discretionary
$101.6M
Employees
11
Clients
0
Accounts
2,562

Firm Details

Organization Type
Limited Liability Company
State of Formation
Delaware
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Mar 25, 2025
Branch Offices
0

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
DURETTE, MICHAEL, JAMESICCONA Control
DURETTE, MICHAEL, JAMESICCONA Control
DURETTE, MICHAEL, JAMESICCONA Control
DURETTE, MICHAEL, JAMESICCONA Control
DURETTE, MICHAEL, JAMESICCONA Control
DURETTE, MICHAEL, JAMESICCONA Control
DURETTE, MICHAEL, JAMESICCONA Control
DURETTE, MICHAEL, JAMESICCONA Control
DURETTE, MICHAEL, JAMESICCONA Control
LASTER, SANDRAICCONA Control
LASTER, SANDRAICCONA Control
LASTER, SANDRAICCONA Control
LASTER, SANDRAICCONA Control
LASTER, SANDRAICCONA Control
LASTER, SANDRAICCONA Control
LASTER, SANDRAICCONA Control
LASTER, SANDRAICCONA Control
LASTER, SANDRAICCONA Control
CHURCH, MICHAEL, ALANICEOE Control
CHURCH, MICHAEL, ALANICEOE Control
CHURCH, MICHAEL, ALANICEOE Control
CHURCH, MICHAEL, ALANICEOE Control
CHURCH, MICHAEL, ALANICEOE Control
CHURCH, MICHAEL, ALANICEOE Control
CHURCH, MICHAEL, ALANICEOE Control
CHURCH, MICHAEL, ALANICEOE Control
CHURCH, MICHAEL, ALANICEOE Control
CHURCH, MICHAEL, ALANICEOE Control
CHURCH, MICHAEL, ALANICEOE Control
CHURCH, MICHAEL, ALANICEOE Control
CHURCH, MICHAEL, ALANICEOE Control
CHURCH, MICHAEL, ALANICEOE Control
CHURCH, MICHAEL, ALANICEOE Control
CHURCH, MICHAEL, ALANICEOE Control
CHURCH, MICHAEL, ALANICEOD Control
CHURCH, MICHAEL, ALANICEOD Control
CHURCH, MICHAEL, ALANICEO AND CCOD Control
CHURCH, MICHAEL, ALANICEO AND CCOD Control
CHURCH, MICHAEL, ALANICEO AND CCOD Control
CHURCH, MICHAEL, ALANICEO AND CCOD Control
MILLER, ARDEN, DANIELIPRESIDENTB Control
MILLER, ARDEN, DANIELIPRESIDENTB Control
MILLER, ARDEN, DANIELIPRESIDENTB Control
MILLER, ARDEN, DANIELIPRESIDENTB Control
MILLER, ARDEN, DANIELIPRESIDENTB Control
MILLER, ARDEN, DANIELIPRESIDENTB Control
MILLER, ARDEN, DANIELIPRESIDENTB Control
MILLER, ARDEN, DANIELIPRESIDENTB Control
MILLER, ARDEN, DANIELIPRESIDENTB Control
MILLER, ARDEN, DANIELIPRESIDENTB Control
MILLER, ARDEN, DANIELIPRESIDENTB Control
MILLER, ARDEN, DANIELIPRESIDENTB Control
MILLER, ARDEN, DANIELIPRESIDENTB Control
OCEANFIRST BANKDEMEMBERB
OCEANFIRST BANKDEMEMBERB
OCEANFIRST BANKDEMEMBERB
OCEANFIRST BANKDEMEMBERB
OCEANFIRST BANKDEMEMBERB
OCEANFIRST BANKDEMEMBERB
OCEANFIRST BANKDEMEMBERB
OCEANFIRST BANKDEMEMBERB
OCEANFIRST BANKDEMEMBERB
OCEANFIRST BANKDEMEMBERB
OCEANFIRST BANKDEMEMBERB
OCEANFIRST BANKDEMEMBERB
OCEANFIRST BANKDEMEMBERB
OCEANFIRST BANKDEMEMBERB
OCEANFIRST BANKDEMEMBERB
OCEANFIRST BANKDEMEMBERB
OCEANFIRST BANKDEMEMBERB
OCEANFIRST BANKDEMEMBERB
OCEANFIRST BANKDEMEMBERB
OCEANFIRST BANKDEMEMBERB

Indirect Owners (Schedule B)

NameTypeEntityOwnershipControl
OCEANFIRST FINANCIAL CORP.DEOCEANFIRST BANKE Control
OCEANFIRST FINANCIAL CORP.DEOCEANFIRST BANKE Control
OCEANFIRST FINANCIAL CORP.DEOCEANFIRST BANKE Control
OCEANFIRST FINANCIAL CORP.DEOCEANFIRST BANKE Control
OCEANFIRST FINANCIAL CORP.DEOCEANFIRST BANKE Control
OCEANFIRST FINANCIAL CORP.DEOCEANFIRST BANKE Control
OCEANFIRST FINANCIAL CORP.DEOCEANFIRST BANKE Control
OCEANFIRST FINANCIAL CORP.DEOCEANFIRST BANKE Control
OCEANFIRST FINANCIAL CORP.DEOCEANFIRST BANKE Control
OCEANFIRST FINANCIAL CORP.DEOCEANFIRST BANKE Control
OCEANFIRST FINANCIAL CORP.DEOCEANFIRST BANKE Control
OCEANFIRST FINANCIAL CORP.DEOCEANFIRST BANKE Control
OCEANFIRST FINANCIAL CORP.DEOCEANFIRST BANKE Control
OCEANFIRST FINANCIAL CORP.DEOCEANFIRST BANKE Control
OCEANFIRST FINANCIAL CORP.DEOCEANFIRST BANKE Control
OCEANFIRST FINANCIAL CORP.DEOCEANFIRST BANKE Control
OCEANFIRST FINANCIAL CORP.DEOCEANFIRST BANKE Control
OCEANFIRST FINANCIAL CORP.DEOCEANFIRST BANKE Control
OCEANFIRST FINANCIAL CORP.DEOCEANFIRST BANKE Control

Registrations

Federal

IA
Mar 25, 2025 REGISTERED

Notice Filings (14)

CO DE FL IA IL IN KY NJ NY OH PA TN TX WI

Address

20 ASH STREET
SUITE 300
CONSHOHOCKEN, PA 19428
United States
Phone: 888-345-2163