HAUPPAUGE, NYCRD 125878Latest ADV February 27, 2026
Nestegg Advisors, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Hauppauge, NY. Its latest Form ADV filing, dated February 27, 2026, reports $273M in regulatory assets under management, 5 employees, 2 offices, and 630 accounts.
Portfolio management for individuals and small businesses
Publication of periodicals or newsletters
Fee models offered
4 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 14, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 57.0% of total clients.
Top client categories% of clientsClients
1
Individuals
57.0%
135
2
HNWI
43.0%
102
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$273Mas of February 27, 2026
Discretionary100.0%
$273M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$273M
Total Accounts630
10Y AUM Change+$89M (+48.6%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees5
Clients per Employee47:1
10Y Employee Change-1 (-16.7%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.