Judy Loy
Advisor at Nestlerode & Loy, Inc.
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Nestlerode & Loy, Inc.
Location
State College, PA 16801
Credentials
ChFC®, Series 63
Industry experience
33 years
About
Judy Loy is a ChFC® credentialed financial advisor with Nestlerode & Loy, Inc. in State College, PA, bringing 33 years of industry experience. She has been with Nestlerode & Co., Inc. since 1992. Outside of her advisory role, Loy serves as a director for the University Park Plaza Corporation and is a board member of the Mutual Benefit Group Insurance P & C Board of Directors; she also chairs the Centre County Hospital Authority. Nestlerode & Loy provides discretionary portfolio management and financial planning services to individual and institutional clients, managing approximately $200 million in assets. The firm employs a “Pay Attention” approach that integrates daily price monitoring, technical analysis, and fundamental research, while customizing accounts to client constraints and offering ESG investment options.
Client services
Based on Nestlerode & Loy, Inc.
Financial planning
Portfolio management
Newsletters or periodicals
Expertise
Based on Nestlerode & Loy, Inc.
ESG / Sustainable investing
Social Security optimization
Retirement withdrawal strategies
Charitable giving tax strategies
Fee options
$0 - $500,000: 1.5% $500,000 - $2,000,000: 1.0% $2,000,000 - $5,000,000: 0.75% $5,000,000+: 0.60%
$250 per hour (minimum consultation fee $500, may be reduced)
Location
110 Regent Court, Suite 202
State College, PA 16801
Most active in
Judy L has reported serving >5 clients in these states in the last 12 months.
Pennsylvania
Work history
Nestlerode & Co., Inc.
1992 - Present (34 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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