Nest Investments Bd LLC

Broker-DealerFINRA Member
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. Ownership is reported as a mix of a domestic entity and an individual. The firm is classified in FINTRX data as “unclassified,” and the available attributes indicate it does not operate as a capital allocator, does not position itself as an active ESG investor, and is not listed as a multi-state adviser, a pension consultant, or a related adviser. FINTRX contains limited descriptive detail about the firm’s business model, advisory activities, client types, or fee arrangements.

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

2 of 2
  • Michael Church

    Michael Church

    Founder and CEOCRD 4936122

  • Jeffrey Press

    Jeffrey Press

    Chief Executive OfficerCRD 2269745

Contacts

3 of 15
  • Jessica Han

    Jessica Han

    Senior Financial AdvisorCRD 7006085

  • Charles Scavone

    Charles Scavone

    Registered RepresentativeCRD 6680009

  • Jason Dorfman

    Jason Dorfman

    DirectorCRD 6895132

Unlock 12 more contacts →

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

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth