Nest Investments Bd LLC

Broker-DealerFINRA MemberEst. 2018
Total AUM
—
Advisory reps
17
Avg account
$0

Firm details

Headquarters
Conshohocken, Pennsylvania
CRD number
294417
Registered since
October 12, 2018

Firm profile

FINTRX

Overview

Nest Investments Bd LLC is organized as a limited liability company and is registered with the SEC since 2018. FINTRX identifies the ownership as a combination of a domestic entity and an individual and classifies the adviser as "unclassified," with no designation as a capital allocator. The profile does not indicate that Nest is an active ESG investor, a pension consultant, or a related adviser to another registered firm. Key operational details that would normally clarify the firm’s client focus, fee arrangements and advisory activities are not provided in the available record. Those omissions make it difficult to characterize the firm’s target clients or the services it emphasizes.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • Michael Church

    Michael Church

    Founder and CEOCRD 4936122

Contacts

3 of 16
  • Jessica Han

    Jessica Han

    Financial ConsultantCRD 7006085

  • Charles Scavone

    Charles Scavone

    Registered RepresentativeCRD 6680009

  • Jason Dorfman

    Jason Dorfman

    DirectorCRD 6895132

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Conshohocken, PA

Montgomery

Location

Conshohocken, PA

Headquartered in Conshohocken, PA, anchoring the Philadelphia-Reading-Camden, PA-NJ-DE-MD metro in the Northeast.

Metro area
Philadelphia-Reading-Camden, PA-NJ-DE-MD
Region
Northeast
County
Montgomery
Address
20 Ash St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth