Claim Profile
Unclaimed Profile
MD

Michael James Durette

NEST INVESTMENTS LLC·CONSHOHOCKEN, Pennsylvania
Clean recordNEST 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
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Michael James Durette is a registered financial advisor based in CONSHOHOCKEN, Pennsylvania, affiliated with NEST INVESTMENTS LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Fee-Only Advisory
Client Types
Individuals
Introduction

Speak with Michael

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Michael is the right fit? Take our 2-minute quiz →

03

Firm Overview

Firm
NEST INVESTMENTS LLC
NEST EGG
AUM
$74M
Regulatory assets under management
Employees
12
Total firm employees
Services
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 4935253
Firm CRD# 286024
View on FINRA BrokerCheck →

Looking for a financial advisor in CONSHOHOCKEN?

Browse all registered financial advisors in CONSHOHOCKEN, Pennsylvania or claim this profile if it's yours.

05

Frequently Asked Questions

What services does Michael James Durette offer?
Michael James Durette specializes in Investment Management, Fee-Only Advisory. Contact their office in CONSHOHOCKEN, Pennsylvania for a consultation.
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, working with NEST INVESTMENTS LLC. Their office serves clients in the CONSHOHOCKEN metropolitan area and surrounding communities.
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.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →

Other Advisors at NEST INVESTMENTS LLC