Stephen Allan Loy is a control person of Nestlerode & Loy and directly owns under 5% of it.
Nestlerode & Loy is an investment adviser based in State College, PA, registered with the SEC since 2018. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients and charitable organizations. Its regulatory assets under management total $199 million, as filed on 23 December 2025. Its fees, ownership and offices are on the firm’s profile.
- CRD
- 7671245
- Firm
- Nestlerode & Loy · CRD 2907
- Role
- Director
- In role since
- December 2021 · 4 years
- Control person
- Yes
- Direct ownership
- Under 5%
- Firm headquarters
- State College, PA
- Individual registration
- No current adviser record · SEC search
- Disciplinary history
- Not yet shown here · SEC record
Where does Stephen Allan Loy work?
Stephen Allan Loy has been Director of Nestlerode & Loy, Inc. since December 2021, and is a control person of the firm.
How can I verify Stephen Allan Loy’s record?
Stephen Allan Loy’s role is listed on Nestlerode & Loy, Inc.’s Form ADV, which the SEC’s adviser search (adviserinfo.sec.gov) publishes under the firm’s CRD 2907.
