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Daniel Jared Nestlerode

NESTLERODE & LOY, INC.·STATE COLLEGE, Pennsylvania
Unclaimed Profile
110 REGENT COURT, SUITE 202, STATE COLLEGE, PA 16801CRD# 346594Firm CRD# 2907
01

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.

02

Focus Areas

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

Firm Overview

Firm
NESTLERODE & LOY, INC.
NESTLERODE & LOY, INC.
AUM
$185M
Regulatory assets under management
Employees
3
Total firm employees
View all advisors at NESTLERODE & LOY, INC. →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Market timing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Regulatory
SEC/IARD CRD# 346594
Firm CRD# 2907
No disclosures on file
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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Other advisors in STATE COLLEGE
Jamie Lee Felker — ABUNDANCE WEALTH COUNSELORS, LLCCheryl Lynn Bartram — ABUNDANCE WEALTH COUNSELORS, LLCJohn James Schaffer — ABUNDANCE WEALTH COUNSELORS, LLCDavin Andrew Gibbins — ARIS WEALTH SERVICES INCRichard Frank Defluri — ABUNDANCE WEALTH COUNSELORS, LLC
Nearby cities in Pennsylvania
PHILADELPHIA (568)PITTSBURGH (541)RADNOR (221)WAYNE (201)CONSHOHOCKEN (146)
City Guides
PHILADELPHIA GuidePITTSBURGH GuideRADNOR GuideWAYNE GuideCONSHOHOCKEN Guide
Research
Advisor Fees in PennsylvaniaNational Fee Analysis
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