Evan Joshua Levy
Investment adviser representative at Nestegg Advisors, Inc.
10 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$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
10 years in the industry.
- Osaic Wealth, Inc.Oct 2024 to now
- Nestegg Advisors, Inc.May 2019 to now
- American Portfolios Financial Services, IncJun 2019 to Oct 2024
- American Portfolios Advisors, Inc.May 2019 to Oct 2024
- Morgan Stanley Private Bank, N.A.Mar 2018 to Apr 2019
- Morgan StanleyJan 2018 to Apr 2019
- Bank of America, N.A.Mar 2017 to Dec 2017
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedAug 2016 to Dec 2017
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2013
- Series 65 · Uniform Investment Adviser Law2014
State registrations
Registered as an investment adviser representative in 1 state (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
- 6188440
- Firm CRD
- 125878