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Daniel L
CFP®, Series 63, Series 65
Hauppauge, NY
NestEgg Advisors, Inc.
Daniel Larsen is a CFP® professional with 12 years of experience in the financial industry. He is currently with NestEgg Advisors, Inc. and has previously worked at firms including American Portfolios Financial Services, Cetera Advisor Networks, LPL Financial, and Thrivent Investment Management. Larsen is also involved in insurance sales alongside his advisory role. NestEgg Advisors, Inc. offers discretionary investment management and financial planning services to individuals, high net worth clients, trusts, estates, businesses, and retirement plans. The firm uses a client-specific approach to portfolio construction, primarily employing mutual funds and ETFs, while providing ongoing client education and portfolio reporting.
Buddy L
CFP®, ChFC®, Series 63, Series 65
Hauppauge, NY
NestEgg Advisors, Inc.
Buddy Levy is a financial advisor with NestEgg Advisors, Inc. in Hauppauge, NY. He holds CFP® and ChFC® designations and has 33 years of industry experience. He has worked at American Portfolios Advisors, Inc. and American Portfolios Financial Services, Inc. and has been with NestEgg Advisors since 1996, where he serves as President. NestEgg Advisors provides discretionary investment management, financial planning, and consulting services to individuals, high net worth clients, trusts, estates, businesses, and retirement plans. The firm uses a client-specific process to construct primarily long-term portfolios with mutual funds, ETFs, and individual securities, and offers education and reporting as part of its fiduciary services.
Evan L
CFP®, Series 63, Series 65
Hauppauge, NY
NestEgg Advisors, Inc.
Evan Levy is a CFP® professional with 12 years of experience in the financial services industry. He is currently with NestEgg Advisors, Inc., where he has worked for seven years, and has prior experience at Morgan Stanley, Bank of America, and Merrill. In addition to his advisory role, Levy operates a sole proprietorship providing insurance to clients upon request. NestEgg Advisors, Inc. offers discretionary investment management and financial planning services to individuals, high net worth clients, trusts, estates, businesses, and retirement plans, focusing on long-term portfolio construction with a client-specific approach and educational support.
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