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Steven Charles Goodman

The Nestegg Group, Inc.

Lincolnwood, IL

Lincolnwood, IL

CRD 2419649

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Employer firm

The Nestegg Group, Inc. CRD 118419

$331M regulatory AUM

Reported services (Item 5G)

  • Portfolio management (individuals)

From the firm’s Form ADV. Read the guides:

Current Employers
The Nestegg Group, Inc.

6676 N. Lincoln Ave. 2Nd Floor, Lincolnwood, IL 60712 • United States

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 1998-06-16
  • IL RA
    APPROVED
    Since 1998-06-16

Branch Locations

6676 N. Lincoln Avenue, Lincolnwood, IL 60712 • United States

6676 N. Lincoln Ave. 2Nd Floor, Lincolnwood, IL 60712 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
The Nestegg Group Lincolnwood IL 09/1993 Present
  • 09/1993 → Present
    The Nestegg Group
    Lincolnwood, IL
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1993-10-25
  • S65 Uniform Investment Adviser Law Examination
    1993-10-25

View on SEC IAPD

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