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Buddy Martin Levy

NESTEGG ADVISORS, INC.·HAUPPAUGE, New York
Unclaimed Profile
330 MOTOR PARKWAY, HAUPPAUGE, NY 11788CRD# 2387806Firm CRD# 125878
01

About

Buddy Martin Levy is a registered financial advisor based in HAUPPAUGE, New York, affiliated with NESTEGG ADVISORS, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
NESTEGG ADVISORS, INC.
NESTEGG ADVISORS, INC.
AUM
$198M
Regulatory assets under management
Employees
4
Total firm employees
View all advisors at NESTEGG ADVISORS, INC. →
Services
Financial planning
Portfolio management (individuals)
Market timing services
Other
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Other: CHARGE FEES FOR EDUCATIONAL COURSES AND SEMINARS
Regulatory
SEC/IARD CRD# 2387806
Firm CRD# 125878
No disclosures on file
View on FINRA BrokerCheck →

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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 is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
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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Research
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