Nest Egg

CRD 286024 · Conshohocken, PA · $131.7M AUM

RIA

Firm record

As recorded in SEC IAPD

Firm CRD: 286024
SEC number: 801-108790
Firm type: RIA
Assets under management: $131.7M as of Mar 5, 2026
Website: www.mybanknestegg.com ↗
Phone: 888-345-2163
Address: 20 Ash Street, Conshohocken, PA, 19428

Advisors at this firm

8 in our index · page 1 of 1

Jason Daniel BerksonCRD 7186985 · Conshohocken, PA

IA RegisteredBroker
Michael Alan ChurchCRD 4936122 · Conshohocken, PA

IA RegisteredBroker
Jason Alex DorfmanCRD 6895132 · Conshohocken, PA

IA RegisteredBroker
William Anthony NunleyCRD 8154128 · Conshohocken, PA

IA RegisteredBroker
Ethan Patrick PrinceCRD 7717982 · Conshohocken, PA

IA RegisteredBroker
Charles Anthony ScavoneCRD 6680009 · Conshohocken, PA

IA RegisteredBroker
Ryan Thomas ShaneCRD 6342977 · Conshohocken, PA

IA RegisteredBroker
Joseph Paul SalomoneCRD 2832501 · Delafield, WI

IA RegisteredBroker

Source & corrections

Where this page comes from

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Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.

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