Full text of NEST INVESTMENTS BD LLC's X-17A-5 filed 2024-03-26 (period 2023-12-31). Broker-dealer annual report from SEC EDGAR — readable, searchable, and available as markdown for AI agents.
{0}------------------------------------------------ | NNUAL REPORTS | |---------------| | FORM X-17A-5 | | DART III | | OMB APPROVAL | |---------------------------| | OMB Number: 3235-0123 | | Expires: Nov. 30, 2026 | | Estimated average burden | | hours per response:<br>12 | | 20 Ash Street, Suite 300 | | | | | | |------------------------------------------------------------|---------------------------------------------------------------------------------------------------------------------------------|-----------------|-------------------|--|--| | | (No. and Street) | | | | | | Conshohocken | PA | | 19428 | | | | (City) | (State) | | (Zip Code) | | | | PERSON TO CONTACT WITH REGARD TO THIS FILING | | | | | | | Gary Cuccia | 732-713-9607 | | 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) | | | | | | | | 100 Witmer Road, Suite 350 Horsham | PA | 19044 | | | | (Address) | (City) | (State) | (Zip Code) | | | | NIOMOLE | | CACA | | | | | (Name - if individual, state last, first, and middle name) | | | | | | |------------------------------------------------------------|--|--------------------------------------------|---------|------------|--| | 100 Witmer Road, Suite 350 Horsham | | | PA | 19044 | | | (Address) | | (City) | (State) | (Zip Code) | | | 9/8/2015 | | | 6151 | | | | (Date of Registration with PCAOB)(if applicable) | | (PCAOB Registration Number, if applicable) | | | | | | | FOR OFFICIAL USE ONLY | | | | | | | | | | | {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<br>OIDE | as of | - - - - - - - - - - - - - - - - - - - - - - - - - - - {2}------------------------------------------------ **Nest Investments BD LLC Financial Statements and Supplementary Information December 31, 2023** {3}------------------------------------------------ ## Nest Investments BD LLC Table of Contents December 31, 2023 | Report of Independent Registered Public Accounting Firm 3-4 | |…Read the full text as markdown