DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

The names on this page are hidden. Create a free account and they fill in. No card, and every figure, date and source on this page is public either way.

Registered advisor

E••• J••••• L•••

N•••••• A•••••••• I•••independent RIAHauppauge, Nydual registrantIAPD 6188440

Certified Financial Planner

Feed of 09/14/2026

Also filed as Evan Levy

At current firm

3 y

since Dec 21, 2022

In the industry

12 y

since Dec 17, 2013 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S63, S65

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Professional profile

what the firm itself publishes, with the page it was read from

Title: Financial Advisorreportednesteggadvisors.netfirm site, Sep 17, 2026
Designations: CFPreportednesteggadvisors.netas printed on the bio page, Sep 17, 2026
Business email: evanlevy@nesteggadvisors.netreportednesteggadvisors.netfirm site, Sep 17, 2026
Business email: budlevy@nesteggadvisors.netreportednesteggadvisors.netfirm site, Sep 17, 2026
Professional profile: nesteggadvisors.net/team/evan-levyreportednesteggadvisors.netfirm site, Sep 17, 2026

Only business contact points the firm published under its own name are shown; nothing is inferred, and personal accounts are never read. What the bio page says is printed as the firm printed it, with the sentence it came from; years are the firm’s claim, not a count of registrations.

Registration history

IAPD current and previous registrations

N•••••• A•••••••• I••• independent RIA current
since Dec 21, 2022 · Hauppauge, Ny
A••••••• P••••••••• A•••••••• I•• former
Jun 10, 2019 to Jan 5, 2023 · Holbrook, Ny
M••••• S•••••• wirehouse
Feb 23, 2018 to May 6, 2019 · New York, Ny
M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse
Sep 7, 2016 to Dec 26, 2017 · New York, Ny
E•••••••• A•••••••• L•• national BD
Jun 2, 2014 to Aug 15, 2016 · Plainview, Ny

Moves

a registration end followed by a registration begin elsewhere

A••••••• P••••••••• A•••••••• I•• to N•••••• A•••••••• I•••
left Jan 5, 2023, registered Dec 21, 2022 (-15 days) · Affiliated broker-dealer or bank to independent RIA · moved with a team
M••••• S•••••• to A••••••• P••••••••• A•••••••• I••
left May 6, 2019, registered Jun 10, 2019 (35 days) · Wirehouse to independent RIA
M•••••• L••••• P•••••• F••••• • S•••• I••••••••• to M••••• S••••••
left Dec 26, 2017, registered Feb 23, 2018 (59 days) · Wirehouse to wirehouse · moved with a team
E•••••••• A•••••••• L•• to M•••••• L••••• P•••••• F••••• • S•••• I•••••••••
left Aug 15, 2016, registered Sep 7, 2016 (23 days) · Affiliated broker-dealer or bank to wirehouse

Signals

E••• J••••• L••• left A••••••• P••••••••• A•••••••• I•• for N•••••• A•••••••• I••• (registered 2022-12-21)
Jan 5, 2023 · Advisor changed firm · fact

Transition signals

Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.

Provenance

Source: IAPD individual compilation feedreportedadviserinfo.sec.gov
Firm class: Independent wealth managerderived
Years in industry: 12derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address