Patricia Ann Nichols

Employer firm

Nationwide Investment Advisors, LLC CRD 142373

$16.7B regulatory AUM

Reported services (Item 5G)

• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/2006 → 10/2019
  Icma Retirement Corporation
  Washington, DC
• 11/2019 → 04/2020
  Axa Advisors, Llc
  Orlando, FL
• 05/2020 → Present
  Cuna Brokerage Services, Inc.
  Waverly, IA
• 05/2020 → 07/2021
  Suncoast Credit Union
  Tampa, FL
• 08/2021 → Present
  Fidelity Investments
  Jacksonville, FL
• 05/2022 → Present
  Nationwide Investment Services Corporation
  Columbus, OH

Previous Registrations

• 2021-10-15 → 2022-06-05
  Fidelity Personal And Workplace Advisors
  Jacksonville, FL
• 2020-07-07 → 2021-08-03
  Cuna Brokerage Services, Inc.
  Tampa, FL
• 2019-11-12 → 2020-05-01
  Equitable Advisors, Llc
  Orlando, FL
• 2007-05-01 → 2019-10-07
  Missionsquare Retirement
  Washington, DC
  Longwood, FL
  Mt Dora, FL
  Tavares, FL
  Tavares, FL
  Tavares, FL
• 2004-08-11 → 2006-09-15
  Keybanc Capital Markets Inc.
  Brooklyn, OH
  Brooklyn, OH
• 2003-04-02 → 2003-10-14
  Keybanc Capital Markets Inc.
  Strongsville, OH

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-09-10
• S63 Uniform Securities Agent State Law Examination
  1997-07-26

Other Names

• Patricia A Nichols
• Patricia Ann Nichols