NATIONWIDE SECURITIES, LLC

Overview

Nationwide Securities, LLC is an LLC that operates as a broker-dealer and insurance broker, registered with the SEC since 2008. The firm serves individual and family clients and functions as a capital allocator that sources third-party managers. Core advisory services include financial planning, portfolio management for individuals and small businesses, and selection of other advisers. Compensation is primarily a percentage-of-AUM fee structure. The firm is not classified as an active ESG investor and is identified as having related adviser relationships. Industry affiliations noted in the profile include broker-dealer activity, connections to banking or thrift institutions and insurance companies, and roles as sponsor, general partner, or managing member of pooled investment vehicles.

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Location & Offices