Saturday, October 24, 2026The Morning EditionOpen AtlasSign inJoin free
FinancialADVSR

Est. 2026The front page of wealth managementNew York

The Morning EditionFree · 6:30 AM ETSubscribe
4K Social Security Database Cleanup Corrects 50 Million RecordsRB Schwab trumpeted Anthropic's Claude for all 16,000 of its RIAs, but a 20-seat enterprise minimum suddenly sidelines 11,000-plus small firms -- right before IMPACT 2026FP Do smaller RIAs really need to own their data?RB Bank of America analyst 'double' slams Ameriprise not least because RIA 'structural' advantage triggered proactive in-house retention bonuses that take a bite out of margins and may not retain big teams long-termIN Trump to ease 50% Canada tariffs on farm equipment, packaging goodsWM The New Rules of Record Keeper SelectionWM SEC Examiners' 2027 Focus Includes Firms' Protections Against AI Phishing, DeepfakesIN People moves: RBC taps Raymond James veteran for Texas complexWM Lido CEO Signals Openness to International Expansion4K SEC Targets Private Markets, AI and Fiduciary Risks Among 2027 Exam Priorities

Financial ADVSR advisor directory · SEC adviser records

Nestegg Advisors, Inc. financial advisors in Hauppauge, NY

Every SEC-registered investment adviser representative at a Nestegg Advisors, Inc. office in Hauppauge, A to Z.

The short answer

3 registered advisors work at Nestegg Advisors, Inc. in Hauppauge, out of 3 at the firm nationwide; it ranks number 21 in the city by advisors. 3 list the CFP designation and 3 are also registered broker representatives.

Nestegg Advisors, Inc. advisors in Hauppauge, A to Z

Every Nestegg Advisors, Inc. advisor →
  • Daniel P. LarsenCertified Financial Planner · Also a broker rep
  • Buddy M. LevyCertified Financial Planner, Chartered Financial Consultant · Also a broker rep
  • Evan J. LevyCertified Financial Planner · Also a broker rep

Nestegg Advisors, Inc. advisors in every city and state →Nestegg Advisors, Inc.: assets, clients and custodians →Advisor Moves: who changed firms this week →

Other firms in Hauppauge

All Hauppauge advisors →

Ameriprise Financial Services, LLC 52Morgan Stanley 41Equity Services, Inc. 32MML Investors Services, LLC 27Osaic Wealth, Inc. 27Stifel, Nicolaus & Company, Incorporated 21Lebenthal Global Advisors, LLC 14Partners Capital Services, Inc. 12LPL Financial LLC 10Cetera Investment Advisers LLC 9Oppenheimer & Co. Inc. 9Gwn Securities Inc. 8

Questions

How many financial advisors does Nestegg Advisors, Inc. have in Hauppauge?

3 investment adviser representatives are registered at Nestegg Advisors, Inc. offices in Hauppauge, New York, according to the SEC's Investment Adviser Public Disclosure records, out of 3 nationwide. 3 list the CFP designation and 3 are also registered as broker representatives.

Is Nestegg Advisors, Inc. one of the largest advisor employers in Hauppauge?

Nestegg Advisors, Inc. ranks number 21 in Hauppauge by registered advisors; Ameriprise Financial Services, LLC has the most, with 52.

How do I check a Nestegg Advisors, Inc. advisor in Hauppauge?

Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Nestegg Advisors, Inc. office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.