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EGGZ

CHARLEMONT, MA · CRD 339061 · IAPD ↗ · myeggz.com · 413-625-6356

$0Regulatory AUM
1Advisory reps
2Employees
0Clients
n/aPlanning clients
0Private funds
8States
0Disclosures
wealthSegment
120-Day ApprovalSEC status

Filing changes

95
February 2026 — EGGZ (CHARLEMONT, MA) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 1 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

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