NEST EGG
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About the firm
Nest Investments LLC ('Nest Egg') is a Registered Investment Advisor that provides live video financial advisors available on-demand to help clients achieve their financial future. The firm is recommended by leading financial institutions and offers transparent investment advice based on clients' best interests.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
On-demand live video financial advisory services, personalized financial planning, professionally managed and curated investment portfolios, 401k services for participants and employers, and investment products from leading investment firms.
Who they serve
Individuals with unique financial needs, including those coming from financial institutions, as well as 401k participants and employers.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 2,819 | $130M |
| State/Municipal Entities | 6 | — |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
9 advisors in the directory
Regulatory & compliance
Data as of March 5, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. NEST EGG has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.