Nestegg Advisors, Inc.

SEC-registered Wealth Manager · Small ($100M–$1B) CRD 125878 · SEC file 801-127294 · Hauppauge, NY · facebook.com

☆ Save with Pro ADV data as of Jun 30, 2026

Regulatory AUM: $273M
Discretionary: $273M
Clients: 237
Avg AUM / client: $1.2M
Accounts: 630
Employees: 5

AUM over time

$172M $273M

Jan 6, 2023 Jun 30, 2026

Reported AUM from Form ADV filings, plotted by filing date · as of Jun 30, 2026

Who they serve

Client type	Clients	AUM	% of AUM
Individuals (non-high net worth)	135	$55.1M	20.2%
High net worth individuals	102	$218M	79.8%

People (3)

roster as of Jul 20, 2026

Name	Role / title	Credentials	With firm since	Ownership
Buddy Martin Levy	President And Cco	CFP Chartered Financial Consultant	Mar 1996 (30y)	75% or more
Daniel Peter Larsen	Registered representative	CFP	Dec 2022 (4y)
Evan Joshua Levy	Registered representative	CFP	Dec 2022 (4y)

Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.

Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.

Documents (1 archived)

Form	Period	Size
Form ADV (full filing)	06/30/2026	937 KB	View · PDF · Source ↗

Archived copies of the firm's regulatory filings, versioned by content hash.

Disciplinary disclosures

No disciplinary events reported on the firm's latest Form ADV filing.

How they charge

• Percentage of assets under management
• Hourly charges
• Fixed fees
• Other fees
• CHARGE FEES FOR EDUCATIONAL COURSES AND SEMINARS

Services

• Financial planning services
• Portfolio management for individuals/small businesses
• Publication of periodicals or newsletters

Custody

Reported custodians

Pershing $273M (100% of AUM) Jun 2026

Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).

Firm reports it does not have custody of client funds or securities (Item 9.A).

Source

All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jun 30, 2026.

View current Form ADV (SEC/IAPD) ↗