Unclaimed Profile

Daniel Jared Nestlerode

NESTLERODE & LOY, INC.·STATE COLLEGE, Pennsylvania

Clean recordNESTLERODE & LOY, INC.

110 REGENT COURT, SUITE 202, STATE COLLEGE, PA 16801CRD# 346594Firm CRD# 2907

Profile Verification

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

Identity

Daniel Jared Nestlerode · STATE COLLEGE, PA

Registration

CRD #346594 · NESTLERODE & LOY, INC.

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Daniel Jared Nestlerode is a registered financial advisor based in STATE COLLEGE, Pennsylvania, affiliated with NESTLERODE & LOY, INC.. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Wealth Management

Client Types

Individuals

High Net Worth Individuals

Introduction

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Firm Overview

Firm

NESTLERODE & LOY, INC.

AUM

$185M

Regulatory assets under management

Employees

Total firm employees

View all advisors at NESTLERODE & LOY, INC. →

Services

Financial planning

Portfolio management (individuals)

Selection of other advisers

Market timing services

Background

Compensation

Percentage of AUM

Hourly charges

Regulatory

SEC/IARD CRD# 346594

Firm CRD# 2907

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Daniel Jared Nestlerode offer?

Daniel Jared Nestlerode specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in STATE COLLEGE, Pennsylvania for a consultation.

What are Daniel Jared Nestlerode's credentials?

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

Where is Daniel Jared Nestlerode located?

Daniel Jared Nestlerode is based in STATE COLLEGE, Pennsylvania, working with NESTLERODE & LOY, INC.. Their office serves clients in the STATE COLLEGE metropolitan area and surrounding communities.

How does Daniel Jared Nestlerode charge for services?

Daniel Jared Nestlerode's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is NESTLERODE & LOY, INC.?

NESTLERODE & LOY, INC. has approximately 3 employees and manages $185M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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