Buddy Martin Levy
Investment adviser representative at Nestegg Advisors, Inc.
30 yearsExperience
2 statesRegistered in
CFP® certification, ChFC®Designations
$272.7MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
30 years in the industry.
- Osaic Wealth, Inc.Oct 2024 to now
- Nestegg Advisors, Inc.Oct 1996 to now
- American Portfolios Advisors, IncOct 2005 to Oct 2024
- American Portfolios Financial Services, IncSep 2005 to Oct 2024
Designations
- CFP® certification
- ChFC®
Exams passed
- Series 63 · Uniform Securities Agent State Law1993
- Series 65 · Uniform Investment Adviser Law1999
State registrations
Registered as an investment adviser representative in 2 states (FL, NY).
Nestegg Advisors, Inc.
$272.7MAssets managed
237Clients
3Advisers
3 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2387806
- Firm CRD
- 125878