NestEgg Advisors provides financial planning, portfolio management for individuals and small businesses, publishing newsletters, education planning, and insurance. Financial planning was provided to 11–25 clients last fiscal year.
NestEgg Advisors reports 237 clients. They include 135 individual clients and 102 high-net-worth individuals. Of its assets, 100.0% ($273M across 630 accounts) are managed with discretion. A wrap fee program the firm both sponsors and manages holds $273M.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 57% | 20% |
| High-net-worth individuals | 43% | 80% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 135 | $55.1M | 20.2% | $408K |
| High-net-worth individuals | 102 | $218M | 79.8% | $2.13M |
| Total | 237 | $273M | 100% | $1.15M |
- Clients
- 135
- Regulatory AUM
- $55.1M
- AUM share
- 20.2%
- Avg. per client
- $408K
- Clients
- 102
- Regulatory AUM
- $218M
- AUM share
- 79.8%
- Avg. per client
- $2.13M
Total
- Clients
- 237
- Regulatory AUM
- $273M
- AUM share
- 100%
- Avg. per client
- $1.15M
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 11–25
NestEgg Advisors is paid through a percentage of assets under management, hourly charges, fixed fees (other than subscription fees) and other compensation. The reviewed brochures do not disclose an asset-based fee rate. Read the SEC-filed brochure. The brochure also prices one other service, listed under fee details.
Fee details and sources
Other fees
- Financial planning services
- Standalone financial planning is charged up to $10,000 per engagement, with workshop, course or seminar fees of $25 to $150 per person.
Buddy Levy owns 75% or more of NestEgg Advisors. The leadership team of NestEgg Advisors includes President Buddy Levy. It has 5 employees, 3 of them in advisory roles.
Staff
- 5 employees
- 3 in advisory functions
- 3 state-registered reps
- 3 broker-dealer reps
- 3 insurance agents
- Owns 75% or more of Nestegg Advisors, Inc.
Buddy Levy
Control person · since March 1996
NestEgg Advisors’ regulatory assets grew from $184M (March 2023) to $273M (June 2026); clients fell from 294 to 237 and employees from 6 to 5.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| Jun 2026June 2026 | $273M | 237 | 5 | 3 |
| Mar 2025March 2025 | $229M | 232 | 6 | 3 |
| Jan 2024January 2024 | $198M | 230 | 4 | 3 |
| Mar 2023March 2023 | $184M | 294 | 6 | 2 |
Besides its headquarters, NestEgg Advisors has 2 offices (2 private residences, listed without an address), with 1 listed address in 1 state.
New York · 1 listed address
- 330 Motor Parkway, HauppaugeHQ
Contact and registration details
- Legal name
- Nestegg Advisors, Inc.
- Headquarters
- 330 Motor Parkway, Hauppauge, NY 11788
- Website
- nesteggadvisors.com
- Phone
- 631-952-2700
- SEC file
- 801-127294
- Founded
- 1996
- Structure
- New York corporation
- Fiscal year end
- December
NestEgg Advisors’ named custodian for separately managed accounts is Pershing ($273M). NestEgg Advisors does not have custody of client assets.
- PershingPershing LLC · Jersey City, NJ · $273M100%
At year end, NestEgg Advisors’ separately managed accounts were mostly in funds (53%) and stocks (46%). Its reported 13F holdings for the quarter ended 30 June 2026 total $141M across 53 positions; the largest are iShares TR (16.5%), iShares TR (13.7%) and iShares TR (10.4%).
What the accounts hold
- Stocks46%
- Exchange-traded equities42%
- Non-exchange-traded equities4%
- Funds53%
- Cash1%
How many clients does NestEgg Advisors have?
NestEgg Advisors has 237 clients and manages $273 million for them, as of June 2026. They include 135 individual clients and 102 high-net-worth individuals.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 30 June 2026
What services does NestEgg Advisors offer?
NestEgg Advisors provides financial planning, portfolio management for individuals and small businesses, publishing newsletters, education planning, and insurance.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4
Which custodians does NestEgg Advisors use?
NestEgg Advisors’ separately managed account assets are held at Pershing LLC (Jersey City, NJ), with $273M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 30 June 2026
How many financial advisors does NestEgg Advisors have?
NestEgg Advisors has 3 investment adviser representatives registered with state securities authorities, out of 5 employees, and 3 perform investment advisory functions. 3 employees are registered representatives of a broker-dealer and 3 employees are licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does NestEgg Advisors invest in?
At the end of its last fiscal year, NestEgg Advisors’ separately managed accounts held 53% registered funds (mutual funds, ETFs, BDCs), 42% exchange-traded equities, 4% non-exchange-traded equities and 1% cash and equivalents.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns NestEgg Advisors?
NestEgg Advisors’ direct owner is Buddy Levy (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 30 June 2026
How does NestEgg Advisors get paid?
NestEgg Advisors is paid through a percentage of assets under management, hourly charges, fixed fees and other compensation. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact NestEgg Advisors?
NestEgg Advisors’ main office is at 330 Motor Parkway, Hauppauge, NY 11788. Its phone number is 631-952-2700. Its website is nesteggadvisors.com.