# NESTLERODE & LOY, INC.

NESTLERODE & LOY, INC. of STATE COLLEGE, PA is an SEC-registered investment adviser.

## Registration

- CRD: 2907
- Type: SEC-registered investment adviser
- SEC file number: 801-112333
- Location: 110 REGENT COURT, SUITE 202, STATE COLLEGE, PA, 16801
- Phone: 814-238-6249
- Latest filing: 2025-12-23
- Regulatory AUM: $199.1M
- Discretionary AUM: $199.1M
- Clients: 4
- Accounts: 612

## Business model

- Compensation: % of AUM, Hourly
- Clients served: Individuals, High net worth, Pooled vehicles, Corporations

## Officers, owners & control persons (12)

| Name | Role | Location |
| --- | --- | --- |
| Daniel Jared Nestlerode | DIRECTOR | — |
| Judy Lynne Loy | CEO | — |
| Jody Marie Sharer | CHIEF COMPLIANCE OFFICER | — |
| Brian Lee Anderson | CFO | — |
| Stephen Allan Loy | DIRECTOR | — |
| ANDERSON DON LEE | CFO | — |
| NESTLERODE DANIEL JARED | CEO; OWNER | — |
| LOY JUDY LYNNE | CEO; CEO, CFO; CEO,CFO, CHIEF COMPLIANCE OFFICER (+3 more) | — |
| SMALL JOHN RICHARD | COO | — |
| BERTHOLD JODY MARIE | CHIEF COMPLIANCE OFFICER | — |
| SHARER JODY MARIE | CHIEF COMPLIANCE OFFICER | — |
| LOY STEPHEN ALLAN | DIRECTOR | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/2907/brochure
- Similar advisers: https://search.stillhousedata.com/firm/2907/similar
- Related entities: https://search.stillhousedata.com/firm/2907/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/2907

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.