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Registered Investment Adviser · The Nestegg Group, Inc.

Akiva R. Goodman

CRD 6492837 · Named on Form ADV at one SEC-registered adviser

At a glance

The Nestegg Group, Inc., an SEC-registered wealth manager based in Lincolnwood, IL with $331 million in regulatory assets, lists Akiva R. Goodman on its Form ADV as Registered Investment Adviser, a control person.

Firms and roles

  • The Nestegg Group, Inc.Registered Investment AdviserWealth manager · Lincolnwood, IL · $331M in regulatory assets

AtlasMembers

Akiva’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
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When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Akiva’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.