Evan
Levy
Nestegg Advisors, Inc
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About this Advisor
Evan Levy is a financial advisor based in Hauppauge, New York, working with Nestegg Advisors, Inc. Evan has previously held positions at Merrill Lynch, Pierce, Fenner & Smith Inc, Bank Of America, N.A, Morgan Stanley, Morgan Stanley Private Bank, N.A, American Portfolios Advisors, Inc, American Portfolios Financial Services, Inc, Nestegg Advisors, Inc, and Axa Advisors, LLC. Evan has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in New York. Currently, Evan is part of Nestegg Advisors, Inc, which operates out of Hauppauge, New York. The firm has 2 offices and 4 employees. The firm manages assets totaling $197.7 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, publication of newsletters, and other services. The fee structure at Nestegg Advisors, Inc includes asset-based, hourly, fixed, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
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Nestegg Advisors, Inc Brokerage Details
$197,661,315
4
563
$351,086
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Publication of periodicals or newsletters
- Other
Evan Levy Work History
American Portfolios Advisors, Inc
American Portfolios Financial Services, Inc
Nestegg Advisors, Inc
Morgan Stanley
Morgan Stanley Private Bank, N.A
Bank Of America, N.A
Merrill Lynch, Pierce, Fenner & Smith Inc
Axa Advisors, LLC
Disclosures
Please visit the SEC profile of Evan Levy to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Nestegg Advisors, Inc
Hauppauge, NY
Hauppauge, NY
Hauppauge, NY
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