firm profile
Nestlerode & Loy, Inc.
Overview
Nestlerode & Loy, Inc. is a Broker Dealer and registered investment adviser based in State College, PA, registered since 1965. It reports $199M in assets under management across 612 accounts, with 4 employees. Its 4 registered representatives work across 1 branch offices in 1 state.
- Reported AUM
- $199M
- Discretionary
- 100%
- Accounts
- 612
- Average account
- $325K
- Employees
- 4
- Registered reps
- 4
- Branch offices
- 1
- Registered since
- 1965
As reported in the firm's December 2025 filing.
Contact
1 phone number on file
Practice
- Services
- Client types
- Fee structure
- Hourly Charges and Percentage of Assets
- Products and services
Executive officers 3 of 5
- Judy Lynne Loy Chief Executive Officer CRD 2249019
- Brian Lee Anderson Chief Financial Officer CRD 4525228
- Jody Marie Sharer Chief Compliance Officer CRD 4494606
2 more executive officers, with direct contact details
Registered reps 3 of 4
- Brian Lee Anderson Registered Rep CRD 4525228
- Judy Lynne Loy Insurance Agent · Registered Rep · Investment Adviser Rep CRD 2249019
- Nicole Renee Luckie Insurance Agent · Registered Rep CRD 7893568
1 more registered rep, with emails, phones and branch locations
Location
- Headquarters
- 110 Regent Ct Ste 202
State College, PA 16801 - County
- Centre
- Metro area
- State College, PA
- Region
- Northeast
- Branch offices
- 1 in 1 state
Registrations
- SEC registered, corporation formed in Pennsylvania
- Registered in 10 jurisdictions
- Website: nlinvestmentadvisors.com
Every state, with registration dates
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