Nationwide Securities, LLC

Overview

Nationwide Securities, LLC is structured as a limited liability company operating as an insurance broker-dealer that also acts as a capital allocator for clients. The firm serves individual and family clients and charges fees based on a percentage of assets under management. Its advisory services include financial planning, portfolio management for individuals and small businesses, and the selection of third‑party advisers. The snapshot data marks the firm as related to other adviser entities and lists multiple industry affiliations—broker‑dealer, other investment adviser, banking or thrift institution, insurance company, pension consultant, and sponsor or managing member of pooled investment vehicles. The firm is not identified as an active ESG investor in the provided data and is shown as SEC‑registered since 2008.

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Location & Offices