NESTLERODE & LOY, INC.

STATE COLLEGE, Pennsylvania·5 registered advisors·CRD# 2907

SEC# 801-1123330814-238-6249

01

Firm Overview

AUM

$185M

Regulatory assets under management

Employees

3

Total firm employees

Advisors

5

Registered representatives

02

Services & Fees

Advisory Services

Financial planning

Portfolio management (individuals)

Selection of other advisers

Market timing services

Compensation

Percentage of AUM

Hourly charges

03

Specialties

Financial Planning Investment Management Wealth Management

04

Advisors at NESTLERODE & LOY, INC.

5 registered advisors

Brian Lee Anderson

STATE COLLEGE, Pennsylvania

Daniel Jared Nestlerode

STATE COLLEGE, Pennsylvania

Jody Marie Sharer

STATE COLLEGE, Pennsylvania

STATE COLLEGE, Pennsylvania

Stephen Allan Loy

STATE COLLEGE, Pennsylvania

05

Office Locations

STATE COLLEGE, Pennsylvania

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Data sourced from SEC Form ADV filings. NESTLERODE & LOY, INC. (CRD# 2907) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.