Unclaimed Profile

Daniel Jared Nestlerode

NESTLERODE & LOY, INC.·STATE COLLEGE, Pennsylvania

SIE, Series 1, Series 4, Series 7TO, Series 24, Series 27, Series 52TO, Series 53, Series 99TOClean record14 years registeredNESTLERODE & 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. · 14 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: NESTLERODE & LOY, INC.

NESTLERODE & LOY, INC.

Jun 2012 – Dec 2022

STATE COLLEGE, PA

Registrations & Exams

FINRA examinations passed

SIE

Series 1

Series 4

Series 7TO

Series 24

Series 27

Series 52TO

Series 53

Series 99TO

Registration record

First registered · June 20, 2012

Years registered · 14

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

NESTLERODE & LOY, INC.

CRD 2907 · SEC 801-112333

AUM

$185M

Regulatory assets under management

Employees

594 client accounts

Services offered by NESTLERODE & LOY, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Market timing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at NESTLERODE & LOY, INC. →

Introduction

Speak with Daniel Jared

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

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

Looking for a financial advisor in STATE COLLEGE?

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

Browse STATE COLLEGE Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Daniel Jared Nestlerode offer?

Daniel Jared Nestlerode specializes in Financial Planning, Investment Management, Wealth Management.

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, last registered with NESTLERODE & LOY, INC..

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.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →