Samuel Hardy is a registered investment advisor at Nest Egg, based in Conshohocken, PA, with 3 years of industry experience. Samuel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 2,832 clients with $130M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.25% |
Fee Estimator
Location
20 Ash Street, Suite 300, Conshohocken, PA, 19428
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Samuel is an employee of Nest Egg and a registered representative of Nest Investments BD LLC, a FINRA registered broker/dealer.
Employment History
Current Registrations
Nest Egg
Nest Investments Bd LLCBroker
Nest Investments Bd LLC
Previous Registrations
J.P. Morgan Securities LLCBroker
State Registrations8 states
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