Buddy Martin Levy

Current Employers

Employment History

• 09/2005 → 10/2024
  American Portfolios Financial Services, Inc
  Smithtown, NY
• 10/2005 → 10/2024
  American Portfolios Advisors, Inc
  Hauppague, NY
• 10/2024 → Present
  Osaic Wealth, Inc.
  Hauppauge, NY
• 10/1996 → Present
  Nestegg Advisors, Inc
  Hauppauge, NY

Previous Registrations

• 2005-10-17 → 2023-01-05
  American Portfolios Advisors, Inc
  Holbrook, NY
• 1998-01-08 → 2003-01-28
  Nathan & Lewis Securities, Inc.
  Smithtown, NY

Other Businesses

1. NESTEGG ADVISORS, INC. POSITION: Investment advisor representative. Buddy Levy is also a shareholder and President NATURE: NestEgg is a corporation and is an SEC registered investment advisor. Effective June 2026, NestEgg will enter into a custody agreement with Charles Schwab, Inc. NestEgg clients will transfer their advisory accounts from Pershing, Inc. to Charles Schwab, Inc. Osaic and Schwab have established protocols for obtaining transaction activity for for supervisory functions. INVESTMENT RELATED: Yes NUMBER OF HOURS: 140 SECURITIES TRADING HOURS: 100 START DATE: 02/16/1996 ADDRESS: 330 Motor Parkway, Suite 305, Hauppauge NY 11788, United States DESCRIPTION: Buddy Levy is an investor advisor representative of NestEgg and provides investment advice, financial planning and wealth management services. In addition, Buddy Levy is the President and has ultimate responsibility for all aspects of the business including strategic planning, administration, and operations. Effective June 2026, NestEgg will enter into a custody agreement with Charles Schwab, Inc. NestEgg clients will transfer their advisory accounts from Pershing, Inc. to Charles Schwab, Inc. Osaic and Schwab have established protocols for obtaining transaction activity for for supervisory functions. 2. BUDDY LEVY, INSURANCE AGENT POSITION: Insurance Agent NATURE: Individual INVESTMENT RELATED: No NUMBER OF HOURS: 5% OF HIS TIME ALL DURING SECURITIES TRADING HOURS DATE: 08/02/1993 ADDRESS: 330 Motor Parkway, Suite 305, HAUPPAUGE NY 11788, United States DESCRIPTION: Recommendation and sale of life and health insurance products, specifically life, disability, and long-term care. 3. BUDDY LEVY, REGISTERED REPRESENTATIVE POSITION: REGISTERED REPRESENTATIVE NATURE: OSAIC WEALTH INVESTMENT RELATED: YES NUMBER OF HOURS: 5% OF HIS TIME ALL DURING SECURITIES TRADING HOURS. START DATE: 10/2024 ADDRESS: 330 Motor Parkway, Suite 305, HAUPPAUGE NY 11788, United States DESCRIPTION: Recommendation and securities and brokerage business

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-02-23
• S63 Uniform Securities Agent State Law Examination
  1993-10-13

Designations