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NESTEGG ADVISORS, INC.

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Company Details

Name: NESTEGG ADVISORS, INC.
Jurisdiction: New York
Legal type: DOMESTIC BUSINESS CORPORATION
Status: Active
Date of registration: 04 Mar 1996 (29 years ago)
Entity Number: 2005793
ZIP code: 11788
County: Suffolk
Place of Formation: New York
Address: 330 Motor Parkway, Suite 305, HAUPPAUGE, NY, United States, 11788

Shares Details

Shares issued 200

Share Par Value 0

Type NO PAR VALUE

DOS Process Agent

Name Role Address
BUD LEVY DOS Process Agent 330 Motor Parkway, Suite 305, HAUPPAUGE, NY, United States, 11788

Chief Executive Officer

Name Role Address
BUD LEVY Chief Executive Officer 330 MOTOR PARKWAY, SUITE 305, HAUPPAUGE, NY, United States, 11788

Central Index Key

CIK number:
0002062716
Phone:
631-952-2700

Latest Filings

Form type:
13F-HR
File number:
028-25469
Filing date:
2025-05-14
File:
Form type:
13F-HR
File number:
028-25469
Filing date:
2025-03-21
File:

Form 5500 Series

Employer Identification Number (EIN):
113309030
Plan Year:
2024
Number Of Participants:
4
Sponsors Telephone Number:
Plan Year:
2023
Number Of Participants:
6
Sponsors Telephone Number:
Plan Year:
2022
Number Of Participants:
5
Sponsors Telephone Number:
Plan Year:
2021
Number Of Participants:
5
Sponsors Telephone Number:
Plan Year:
2020
Number Of Participants:
5
Sponsors Telephone Number:

History

Start date End date Type Value
2023-10-27 2023-10-27 Address 330 MOTOR PARKWAY, SUITE 305, HAUPPAUGE, NY, 11788, USA (Type of address: Chief Executive Officer)
2023-10-27 2023-10-27 Address 50 ROUTE 111, #206, SMITHTOWN, NY, 11787, USA (Type of address: Chief Executive Officer)
2009-12-22 2023-10-27 Address 330 MOTOR PARKWAY STE 305, HAUPPAUGE, NY, 11788, USA (Type of address: Service of Process)
1998-03-25 2009-12-22 Address 50 ROUTE 111, #206, SMITHTOWN, NY, 11787, USA (Type of address: Service of Process)
1998-03-25 2023-10-27 Address 50 ROUTE 111, #206, SMITHTOWN, NY, 11787, USA (Type of address: Chief Executive Officer)

Filings

Filing Number Date Filed Type Effective Date
231027002915 2023-10-27 BIENNIAL STATEMENT 2022-03-01
091222000329 2009-12-22 CERTIFICATE OF CHANGE 2009-12-22
080311002108 2008-03-11 BIENNIAL STATEMENT 2008-03-01
061102000394 2006-11-02 CERTIFICATE OF AMENDMENT 2006-11-02
060410002526 2006-04-10 BIENNIAL STATEMENT 2006-03-01

USAspending Awards / Financial Assistance

Date:
2020-04-28
Awarding Agency Name:
Small Business Administration
Transaction Description:
TO AID SMALL BUSINESSES IN MAINTAINING WORK FORCE DURING COVID-19 PANDEMIC.
Obligated Amount:
0.00
Face Value Of Loan:
50900.00
Total Face Value Of Loan:
50900.00

Trademarks Section

Serial Number:
85131422
Mark:
FREEDOMVEST ADVISORS
Status:
CANCELLED - SECTION 8
Mark Type:
SERVICE MARK
Application Filing Date:
2010-09-16
Mark Drawing Type:
Standard character mark
Mark Literal Elements:
FREEDOMVEST ADVISORS

Goods And Services

For:
Educational services, namely, conducting seminars, conferences, and/or workshops in the field of personal investment and financial planning and distributing course materials in connection therewith
First Use:
2011-11-07
International Classes:
041 - Primary Class
Class Status:
Sec. 8 – Entire Registration
For:
Financial planning and investment advisory services
First Use:
2011-11-07
International Classes:
036 - Primary Class
Class Status:
Sec. 8 – Entire Registration
Serial Number:
77448857
Mark:
NESTEGG ADVISORS
Status:
ABANDONED-FAILURE TO RESPOND OR LATE RESPONSE
Mark Type:
SERVICE MARK
Application Filing Date:
2008-04-15
Mark Drawing Type:
Standard character mark
Mark Literal Elements:
NESTEGG ADVISORS

Goods And Services

For:
Financial planning; Financial planning for retirement
First Use:
2006-11-02
International Classes:
036 - Primary Class
Class Status:
Active

Paycheck Protection Program

Jobs Reported:
5
Initial Approval Amount:
$50,900
Date Approved:
2020-04-28
Loan Status:
Paid in Full
SBA Guaranty Percentage:
100
Current Approval Amount:
$50,900
Race:
Unanswered
Ethnicity:
Unknown/NotStated
Gender:
Unanswered
Veteran:
Unanswered
Forgiveness Amount:
$51,256.3
Servicing Lender:
Flagstar Bank National Association
Use of Proceeds:
Payroll: $50,900

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Date of last update: 14 Mar 2025

Sources: New York Secretary of State