Nest Egg

Overview

Nest Egg is an SEC registered investment adviser based in Conshohocken, PA, registered since 2017. It reports $132M in assets under management across 2,832 accounts, with 14 employees. It has 9 investment adviser representatives.

Reported AUM

$132M

Discretionary

100%

Accounts

2,832

Average account

$46.5K

Employees

14

Advisory reps

9

Registered since

2017

Jurisdictions

12

As reported in the firm's August 2026 filing.

Contact

1 phone number on file

Practice

Services

• Individuals or Small Business

Client types

• Charities and Non-Profits
• Corporations/Businesses
• Individuals

Fee structure

Percentage of Assets

Executive officers 2 of 2

• Michael Alan Church Chief Executive Officer CRD 4936122
• Arden Daniel Miller President CRD 4732368

Advisory reps 3 of 9

• Jason D Berkson Insurance Agent · Registered Rep · Investment Adviser Rep CRD 7186985
• Jason Alex Dorfman Insurance Agent · Registered Rep · Investment Adviser Rep CRD 6895132
• Jessica Han Insurance Agent · Registered Rep · Investment Adviser Rep CRD 7006085

6 more advisory reps, with emails, phones and branch locations

Location

Headquarters

20 Ash St Ste 300
Conshohocken, PA 19428

County

Montgomery

Metro area

Philadelphia-Camden-Wilmington, PA-NJ-DE-MD

Region

Northeast

Registrations

• SEC registered
• Registered in 12 jurisdictions
• Website: mybanknestegg.com

Every state, with registration dates

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