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NestEgg Advisors, Inc.

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Client assets under management

$272,745,355

Clients

237

43% high-net worth

Advisors

3

of 5 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

More info

Clients per advisor

79

High

Average account size

$1,150,824

About

NestEgg Advisors is an SEC‑registered adviser that provides discretionary investment management and financial planning to individuals (including high‑net‑worth clients), trusts, estates, businesses and retirement plans. The firm also offers standalone financial planning engagements and educational workshops as part of its services.

NestEgg’s investment process relies primarily on fundamental analysis to construct diversified portfolios, typically using mutual funds and ETFs, though individual stocks, bonds and options may be used when appropriate. Portfolios are built with a long‑term orientation but the firm retains discretion to rebalance or trade more actively for tax harvesting, cash needs, or shifts in client objectives.

What distinguishes NestEgg from many peers is that it sponsors a wrap fee program that bundles securities transaction, custodial and administrative costs into its asset‑based advisory fee, and it provides periodic client reports and educational materials (including workshops and periodic publications). The firm manages roughly $273 million in discretionary assets with a compact advisory team and discloses operational practices such as intra‑quarter fee reconciliations and custody relationships in its disclosures.

Client services

Financial planning Portfolio management Newsletters or periodicals

Expertise

Wealth management Active portfolio management Options & derivatives strategies Cash flow / budgeting

Fee options

Commissions

Certain advisory persons earn commissions as registered representatives of Osaic Wealth, Inc. for securities and insurance products; commissions are separate and in addition to advisory fees

Other

Account minimum: $250,000 Minimum fee: Minimum annual fee size of $3,000, which equates to a minimum relationship size of $250,000 Fee-only: Standalone financial planning fees up to $10,000 per engagement; fees for workshops/courses range from $25 to $150 per person

Main office location

NestEgg Advisors, Inc.

330 Motor Parkway

Hauppauge NY 11788, United States

Number of offices

3

Most active in

More info

Florida · New Hampshire · New York

Disclosures

More info

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

More info

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

Facebook Website 631-952-2700

Advisors at this firm

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Daniel L

CFP®, Series 63, Series 65

Hauppauge, NY

NestEgg Advisors, Inc.

Daniel Larsen is a CFP® professional with 12 years of industry experience, currently serving at NestEgg Advisors, Inc. He has held roles at Osaic Wealth, Inc., American Portfolios Financial Services, Inc., CETERA Advisor Networks LLC, and LPL Financial, LLC. Larsen is also involved in insurance sales outside of his advisory duties. NestEgg Advisors serves individuals, trusts, estates, businesses, and retirement plans, managing approximately $229 million across 232 client relationships. The firm offers discretionary investment management and financial planning with a focus on customized, primarily long-term portfolios using mutual funds, ETFs, individual stocks, bonds, and options.

Wealth management Active portfolio management Options & derivatives strategies Cash flow / budgeting
user avatar

Buddy L

CFP®, ChFC®, Series 63, Series 65

Hauppauge, NY

NestEgg Advisors, Inc.

Buddy Levy is a CFP® and ChFC® with 32 years of industry experience. He is President and a shareholder at NestEgg Advisors, Inc., where he has worked since 1996. Prior to his current role, he was affiliated with American Portfolios Advisors, Inc. and Osaic Wealth, Inc. Levy is also a licensed insurance agent, focusing on life, disability, and long-term care products. NestEgg Advisors serves individuals, trusts, estates, businesses, and retirement plans, managing approximately $229 million across about 232 client relationships. The firm provides discretionary investment management and financial planning, emphasizing customized, primarily long-term portfolios using mutual funds, ETFs, individual securities, and fundamental analysis.

Wealth management Active portfolio management Options & derivatives strategies Cash flow / budgeting
user avatar

Evan L

CFP®, Series 63, Series 65

Hauppauge, NY

NestEgg Advisors, Inc.

Evan Levy is a CFP® professional with 12 years of experience in the financial services industry. He is currently with NestEgg Advisors, Inc. and has previously worked at firms including Morgan Stanley, Merrill, and American Portfolios Financial Services. In addition to his advisory role, he operates a sole proprietorship providing insurance services to clients upon request. NestEgg Advisors serves individuals, trusts, estates, businesses, and retirement plans, managing approximately $229 million across about 232 client relationships. The firm offers discretionary investment management and financial planning, focusing on customized, primarily long-term portfolios that utilize mutual funds, ETFs, individual securities, and options.

Wealth management Active portfolio management Options & derivatives strategies Cash flow / budgeting
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