NEST INVESTMENTS BD LLC

Broker-DealerFINRA MemberEst. 2018
Total AUM
Advisory reps
13
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 (registration year listed as 2018). FINTRX classifies the firm as unclassified and identifies ownership as a mix of a domestic entity and an individual. The dataset provides minimal detail on the firm's stated business lines, client segments, or fee arrangements. The profile flags a number of negative indicators rather than active service lines: the firm is not identified as a capital allocator, does not register as an active ESG investor, and is not listed as a multi-state adviser, pension consultant, or related adviser. FINTRX does not supply any additional information on advisory activities or affiliations.

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

    Founder and CEOCRD 4936122

Contacts

3 of 12
  • MORGAN FREES

    Director, Wealth AdvisorCRD 7427561

  • Jason Berkson

    Registered RepresentativeCRD 7186985

  • Jason Dorfman

    DirectorCRD 6895132

Unlock 9 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

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth