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330 Motor Parkway, Hauppauge, NY 11788 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2022-12-21 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | New York | NY | 08/2016 | 12/2017 |
| Bank Of America, N.A. | New York | NY | 03/2017 | 12/2017 |
| Morgan Stanley | New York | NY | 01/2018 | 04/2019 |
| Morgan Stanley Private Bank, N.A. | New York | NY | 03/2018 | 04/2019 |
| American Portfolios Advisors, Inc. | Hauppauge | NY | 05/2019 | 10/2024 |
| American Portfolios Financial Services, Inc | Hauppauge | NY | 06/2019 | 10/2024 |
| Nestegg Advisors, Inc. | Hauppauge | NY | 05/2019 | Present |
| Osaic Wealth, Inc. | Hauppauge | NY | 10/2024 | Present |
1. Registered Representative; same address; Investment Related; Appx 10% of time during the month 2. INSURANCE SALES POSITION: Sales NATURE: Sole Proprietorship INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 01/01/2025 ADDRESS: 330 Motor Pkwy, Hauppauge NY 11788, United States DESCRIPTION: providing insurance to clients upon request. 3. NESTEGG ADVISORS, INC. POSITION: Investment advisor representative NATURE: NestEgg is a corporation and is an SEC registered investment advisor. INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 05/20/2019 ADDRESS: 330 Motor Parkway, Hauppauge NY 11788, United States DESCRIPTION: Evan Levy is an investment advisor representative of NestEgg and provides investment advice, financial planning, and wealth management services. Effective June 2026, NestEgg will enter into a custodial agreement with Charles Schwab, Inc. NestEgg clients will transfer their advisory accounts from Pershing to Schwab. Osaic and Schwab have established protocols for obtaining transaction activity for supervisory functions.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-05-28 |
| S63 | Uniform Securities Agent State Law Examination | 2013-12-17 |
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