Unclaimed Profile

Michael James Durette

NEST INVESTMENTS LLC·CONSHOHOCKEN, Pennsylvania

SIE, Series 3, Series 6, Series 7, Series 24, Series 51, Series 62, Series 63, Series 66, Series 99TOClean record20 years registeredNEST INVESTMENTS LLC

20 ASH STREET, CONSHOHOCKEN, PA 19428CRD# 4935253Firm CRD# 286024

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Michael James Durette · CONSHOHOCKEN, PA

Registration

CRD #4935253 · NEST INVESTMENTS LLC · 20 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: NEST INVESTMENTS LLC

NEST EGG

Apr 2017 – Oct 2023

CONSHOHOCKEN, PA

ADDISON CAPITAL

Oct 2011 – Oct 2023

Philadelphia, PA

FISHER INVESTMENTS

Sep 2007 – Nov 2009

WOODSIDE, CA

CITIGROUP GLOBAL MARKETS INC.

Nov 2005 – Oct 2007

BETHESDA, MD

Registrations & Exams

FINRA examinations passed

SIE

Series 3

Series 6

Series 7

Series 24

Series 51

Series 62

Series 63

Series 66

Series 99TO

Registration record

First registered · November 7, 2005

Years registered · 20

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

NEST INVESTMENTS LLC

CRD 286024 · SEC 801-108790

AUM

$74M

Regulatory assets under management

Employees

2,262 client accounts

Services offered by NEST INVESTMENTS LLC

Per Form ADV

Portfolio management (individuals)

Client types served by the firm

Per Form ADV

Individuals

View all advisors at NEST INVESTMENTS LLC →

Introduction

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Frequently Asked Questions

What services does Michael James Durette offer?

Michael James Durette specializes in Investment Management, Fee-Only Advisory.

What are Michael James Durette's credentials?

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

Where is Michael James Durette located?

Michael James Durette is based in CONSHOHOCKEN, Pennsylvania, last registered with NEST INVESTMENTS LLC.

How does Michael James Durette charge for services?

Michael James Durette's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is NEST INVESTMENTS LLC?

NEST INVESTMENTS LLC has approximately 12 employees and manages $74M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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