Nest Egg - Investment Advisers

About Nest Egg

Nest Egg is the name used by Nest Investments LLC, an investment adviser registered with the U.S. Securities and Exchange Commission. The firm is headquartered in Conshohocken, Pennsylvania, and appears among the investment advisers in Pennsylvania in this directory. It reports regulatory assets under management of $131.7 million and has 14 employees. The firm offers advisory services through live video financial advisors available on demand. It works with banks and credit unions, and its website describes those partner institutions as serving more than one million customers who use its investment services. Nest Egg is also one of the US investment advisers listed in this directory. Nest Investments BD LLC, a broker-dealer that is a member of FINRA and SIPC, is an affiliate under common ownership. The firm states that its advisory and brokerage services are separate, are governed by different laws and agreements, and differ in fees, standards of conduct, and scope. Investing involves risk, including the possible loss of principal.

Key Facts

Assets Under Management

$131.7M

Employees

14

SEC File Number

801-108790