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Client accounts at NestEgg Advisors are held in custody at Pershing, the industry’s #1 clearing firm in the United States.1
Pershing is a subsidiary of The Bank of New York Mellon Corporation and is a member of FINRA, SIPC and NYSE. With more than $2.0 trillion in global client assets and more than 80 years of experience in providing financial services, Pershing is committed to the safekeeping, servicing and direct reporting of assets to our clients, including account statements.
Through Pershing’s NetXInvestor® application, our clients can view account statements, trade confirmations and tax statements online; get instant access to balances, portfolio holdings, account activity, tax information, and more; and view a comprehensive account summary at a glance. Securities in Pershing accounts are protected by the Securities Investor Protection Corporation with excess protection provided by the private insurer, Lloyd’s of London.
1Based on number of broker-dealer clients, Investment News, 2019.
NestEgg Advisors is affiliated with American Portfolios Financial Services, Inc. (AP), a broker/dealer member of FINRA and SIPC. AP has retained Pershing, LLC, a BNY Mellon firm, (see left panel) as the custodian and/or clearing agent for your accounts. As such, clients will receive communications from AP, Pershing, and NestEgg concerning disclosures, fees, tax information, shareholder information and investment statements.
NestEgg has chosen to affiliate with AP to utilize their open-architecture environment and the tools necessary to provide the best independent advice to our clients. AP believes that every investor has the right to work with an advisor who is transparent and unbound by a branded product portfolio incentivized or mandated by a corporate agenda. As such, AP encourages advisors to evaluate each client’s circumstances to develop scenarios to match their specific goals and risk tolerance.
AP is proud of the industry recognition they’ve received including being named Broker Dealer of the Year in 2015, 2016, 2017 and 2018. The firm was also recognized as one of the Top Ten Best Small/Mid-size Companies to Work For in the state of New York for 2016, 2017, 2018 and 2019 by the New York State Society for Human Resources Management (NYS-SHRM) and the Best Companies Group (BCG).
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