Full text of NEST INVESTMENTS BD LLC's X-17A-5 filed 2025-03-06 (period 2024-12-31). Broker-dealer annual report from SEC EDGAR — readable, searchable, and available as markdown for AI agents.
{0}------------------------------------------------ #### **UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549** ## **ANNUAL REPORTS FORM X-17A-5 PART** Ill | 0MB APPROVAL | |--------------------------| | 0MB Number: 3235-0123 | | Expires: Nov. 30, 2026 | | Estimated average burden | | 12 | | | | SEC FILE NUMBER | | |-----------------|--| | 8-70117 | | **FACING PAGE** **Information Required Pursuant to Rules 17a-5, l7a-12, and lSa-7 under the Securities Exchange Act of 1934** FILi°NG FOR THE PERIOD BEGINNING **O 1/01/2024** AND ENDING **12/31/2024** MM/DD/YY MM/DD/YY **A. REGISTRANT IDENTIFICATION** # NAME oF FIRM: Nest Investments BO LLC TYPE OF REGISTRANT (check all applicable boxes): E!J Broker-dealer □ Security-based swap dealer D Check here if respondent is also an OTC derivatives dealer D Major security-based swap participant ADDRESS OF PRINCIPAL PLACE OF BUSINESS: (Do not use a P.O. box no.) | 20 Ash Street, Suite 300 | | |--------------------------|--| |--------------------------|--| | | | (No. and Street) | | | | | |---------------------------------------------------------------------------|---------|-----------------------------------------------------------|------|----------------------------------------------|-------------------|--| | Conshohocken | | PA | | | 19428 | | | (City) | (State) | | | (Zip Code) | | | | PERSON TO CONTACT WITH REGARD TO THIS FILING | | | | | | | | Garry 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* | | | | | | | | 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) | | | 9/8/2015 | | | 6151 | | | | | rte of Reg;,tratioo with PCAOB)(a appHcable) | | FOR OFFICIAL USE ONLY | | {PCAOB Reg;st,,tioo N,mbec, If 'ppHca ble) I | | | | | | | | | | | \* Claims for exemption from the requirement that the annual reports be covered by the reports of an independent public accountant must be supported by a statement of facts and circumstances relied on as the basis of the exemption. See 17 CFR 240.17a-S(e)(l)(ii), if applicable. Persons who are to respond to the collection of information contained in this form are not required to r…Read the full text as markdown