Andrew Endel Adams

CFP · ChFC

Nationwide Investment Advisors, LLC

5 Years of Experience

Broker

View SEC Summary

Areas of Practice

Retirement PlanningInvestment Management

Nationwide Investment Advisors, LLC

Compensation

Fee-Only (AUM)

Firm Size

382 advisors

Number of Clients

270,365 clients

Average Client Portfolio

$58K average

Assets Under Management

$15.7B

Fee Structure

Minimum Investment:None

Financial Planning:Investment management only

Location

One Nationwide Plaza, 03-07-202, Columbus, OH, 43215

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History

Regulatory History

Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Employment History

Current Registrations

Nationwide Investment Advisors, LLC

September 2022 - Present · 3 yrs 5 mos

Nationwide Investment Services CorporationBroker

September 2022 - Present · 3 yrs 5 mos

Previous Registrations

MML Investors Services, LLC

February 2022 - September 2022 · 7 mos

MML Investors Services, LLCBroker

February 2022 - September 2022 · 7 mos

SA Stone Investment Advisors INC.

June 2021 - February 2022 · 8 mos

SA Stone Wealth Management INC.Broker

August 2020 - February 2022 · 1 yr 6 mos

State Registrations52 states

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AdvisorBrokerBoth

Exams

No exam information available for this advisor.