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Buddy Martin Levy

NESTEGG ADVISORS, INC.·HAUPPAUGE, New York
SIE, Series 6, Series 7, Series 24, Series 63, Series 65CFPChFC28 years registeredNESTEGG ADVISORS, INC.
330 MOTOR PARKWAY, HAUPPAUGE, NY 11788CRD# 2387806Firm CRD# 125878

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Buddy Martin Levy · HAUPPAUGE, NY
Registration
CRD #2387806 · NESTEGG ADVISORS, INC. · 28 years registered
Brand Profile
Not yet started
01

Career History

NESTEGG ADVISORS, INC.
Dec 2022 – present
AMERICAN PORTFOLIOS ADVISORS, INC
Oct 2005 – Jan 2023
HOLBROOK, NY
NATHAN & LEWIS SECURITIES, INC.
Jan 1998 – Jan 2003
SMITHTOWN, NY
02

Registrations & Exams

FINRA examinations passed
SIE
Series 6
Series 7
Series 24
Series 63
Series 65
Registration record
First registered · January 8, 1998
Years registered · 28
Professional designations · CFP, ChFC
03

Disclosure History

2021Customer Dispute·Settled

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

04

Firm Overview

Firm
NESTEGG ADVISORS, INC.
CRD 125878 · SEC 801-127294
AUM
$198M
Regulatory assets under management
Employees
4
563 client accounts
Services offered by NESTEGG ADVISORS, INC.
Per Form ADV
Financial planning
Portfolio management (individuals)
Market timing services
Other
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at NESTEGG ADVISORS, INC. →
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05

Frequently Asked Questions

What services does Buddy Martin Levy offer?
Buddy Martin Levy specializes in Financial Planning, Investment Management. Contact their office in HAUPPAUGE, New York for a consultation.
What are Buddy Martin Levy's credentials?
Buddy Martin Levy holds the following professional designations: CFP, ChFC. These credentials require rigorous education, examination, and ongoing continuing education.
Where is Buddy Martin Levy located?
Buddy Martin Levy is based in HAUPPAUGE, New York, working with NESTEGG ADVISORS, INC.. Their office serves clients in the HAUPPAUGE metropolitan area and surrounding communities.
How does Buddy Martin Levy charge for services?
Buddy Martin Levy's firm is compensated through percentage of aum, hourly charges, subscription fees, other: charge fees for educational courses and seminars. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is NESTEGG ADVISORS, INC.?
NESTEGG ADVISORS, INC. has approximately 4 employees and manages $198M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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