NESTEGG FINANCIAL
Firm details
- Headquarters
- Middleton, Massachusetts
- CRD number
- 128936
- Website
- www.growanestegg.com
- Fee structure
- Fixed Fees
- Client types
- Individuals100%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Nestegg Financial operates as a sole proprietorship and is classified as an independent Registered Investment Advisor (RIA). The firm primarily serves individual and family clients, offering financial planning services and portfolio management tailored for individuals and small businesses. Nestegg Financial employs a fixed fee structure for its advisory services and is not involved in capital allocation or pension consulting. The firm does not actively engage in ESG investing and is not a multi-state advisor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities80%
- Cash & Cash Equivalents20%
Contacts
1 of 1CHARLES CONSENTINO
PresidentCRD 1739263
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Middleton, MA
ESSEX
Location
Middleton, MA
Headquartered in Middleton, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.
- Metro area
- Boston-Worcester-Providence, MA-RI-NH-CT
- Region
- Northeast
- County
- ESSEX
- Address
- 2 S Main St
- Time zone
- ET (UTC-5)
- Office locations
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