Nest Investments Bd LLC

Broker-DealerFINRA MemberEst. 2018
Total AUM
Advisory reps
14
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 an SEC-registered limited liability company that first registered in 2018. FINTRX classifies the firm as "Unclassified" and records the owner type as a mix of a domestic entity and an individual. The database indicates the firm is not positioned as a capital allocator, is not an active ESG investor, does not operate as a multi-state adviser, and is not flagged as a pension consultant or related adviser. FINTRX contains no narrative about the firm's advisory activities, business lines, or client segmentation. The firm did not provide activity or affiliation details to the data source, so public-facing descriptions of its investment approach and service offering are not available in this dataset.

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

    Michael Church

    Founder and CEOCRD 4936122

Contacts

3 of 13
  • Charles Scavone

    Charles Scavone

    Registered RepresentativeCRD 6680009

  • Jason Dorfman

    Jason Dorfman

    DirectorCRD 6895132

  • Michael Freeman

    Michael Freeman

    President and Co-FounderCRD 4709130

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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