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NESTLERODE & LOY, INC.

STATE COLLEGE, PA · CRD 2907 · IAPD ↗ · nestlerode.com · 814-238-6249

$199.1MRegulatory AUM
2Advisory reps
4Employees
1Clients
51-100Planning clients
0Private funds
5States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

44
January 2026 — NESTLERODE & LOY, INC. notice-filed in FL, MD.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
42
February 2024 — NESTLERODE & LOY, INC. notice-filed in TX.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.