AdvisorOS Directory
Claim Profile
SL

Stephen Allan Loy

NESTLERODE & LOY, INC.·STATE COLLEGE, Pennsylvania
Unclaimed Profile
110 REGENT COURT, SUITE 202, STATE COLLEGE, PA 16801CRD# 7671245Firm CRD# 2907
01

About

Stephen Allan Loy 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# 7671245
Firm CRD# 2907
No disclosures on file
View on FINRA BrokerCheck →

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 AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Stephen Allan Loy offer?
Stephen Allan Loy specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in STATE COLLEGE, Pennsylvania for a consultation.
What are Stephen Allan Loy's credentials?
Stephen Allan Loy is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Stephen Allan Loy located?
Stephen Allan Loy 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 Stephen Allan Loy charge for services?
Stephen Allan Loy'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 →
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
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile