Full text of NEST INVESTMENTS BD LLC's X-17A-5 filed 2023-03-13 (period 2022-12-31). Broker-dealer annual report from SEC EDGAR — readable, searchable, and available as markdown for AI agents.
{0}------------------------------------------------ | ANNUAL REPORTS | |----------------| | FORM X-17A-5 | | PART III | | | 20 Ash Street, Suite 300 | | |--|--------------------------|--| | | | | | | (No. and Street) | | | | | | |----------------------------------------------------------------------------------------------------------------------------------|-----------------------------------|-----------------|-------|--|--|--| | Conshohocken | PA | | 19428 | | | | | (City) | (Zip Code)<br>(State) | | | | | | | PERSON TO CONTACT WITH REGARD TO THIS FILING | | | | | | | | Gary Cuccia | 732-713-9607<br>gary@finopcfo.com | | | | | | | (Name) | (Area Code - Telephone Number) | (Email Address) | | | | | | B. ACCOUNTANT IDENTIFICATION | | | | | | | | INDEPENDENT PUBLIC ACCOUNTANT whose reports are contained in this filing *<br>Kreischer Miller, LLP Certified Public Accountants | | | | | | | | (Name - if individual, state last, first, and middle name) | | | | | | | | 19044<br>100 Witmer Road, Suite 350 Horsham<br>PA | | | | | | | {1}------------------------------------------------ | | Michael Church | | | | swear (or affirm) that, to the best of my knowledge and belief, the | | | | |------|----------------|--|--|------------------------------------------------------------------------------------------|---------------------------------------------------------------------|--|-----------------------------------------------------------------------------------------|-------| | | | | | financial report pertaining to the firm of Nest Investments BD LLC | | | | as of | | 3/13 | | | | 2 022 jis true and correct. I further swear (or affirm) that neither the company nor any | | | | | | | | | | | | | CONTROLOGICON (CAST) (CAST 2004) (CAST 100) (CONSULTURAL STATUS (CAST 1978) (CAST 1978) | | - - - - - - - - - - - - - - - - - - - - - - - - - - - {2}------------------------------------------------ **Nest Investments BD LLC Financial Statements and Supplementary Information December 31, 2022** {3}------------------------------------------------ # Nest Investments BD LLC Table of Contents December 31, 2022 | Report of Independent Registered Public Accounting Firm 3-4 | | |-------------------------------------------------------------------------------------------------------|--| | Financial Statements | | | Statement of Financial Condition 5 | | | Statement of Operations 6 | | | Statement of Changes in Member's Equity 7 | | | Statement of Cash Flows 8 | | | Notes to Financial Sta…Read the full text as markdown