Abigail Sue Kuo

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

• 11/2015 → 03/2019
  Lpl Financial, Llc
  Mclean, VA
• 04/2017 → 03/2019
  Global Retirement Partners, Llc
  Mclean, VA
• 03/2019 → 03/2021
  Kestra Financial, Inc.
  Bethesda, MD
• 03/2021 → Present
  Nationwide Investment Services Corporation
  Columbus, OH

Previous Registrations

• 2019-04-10 → 2021-03-18
  Kestra Advisory Services, Llc
  Bethesda, MD
  Austin, TX
• 2017-04-25 → 2019-03-13
  Global Retirement Partners Llc
  Mclean, VA
  San Rafael, CA
• 2014-05-02 → 2015-10-01
  Hsbc Securities (Usa) Inc.
  Arlington, VA
  Arlington, VA
• 2013-03-28 → 2014-04-17
  Citigroup Global Markets Inc.
  Washington, DC
  Vienna, VA
  Boca Raton, FL
• 2010-05-21 → 2013-02-26
  Park Avenue Securities Llc
  Chevy Chase, MD
• 2009-03-23 → 2009-11-23
  Wells Fargo Clearing Services, Llc
  Mclean, VA
  Mclean, VA
• 2002-06-27 → 2004-10-13
  Pruco Securities, Llc.
  Vienna, VA

Exams

• S65 Uniform Investment Adviser Law Examination
  2009-03-20
• S63 Uniform Securities Agent State Law Examination
  1997-10-29

Designations

• Chartered Financial Consultant

Other Names

• Abigail Kuo Wang
• Abigail Sue Kuo Wang
• Abby Wang
• Abigail Sue Kuo
• Abigail K Wang
• Abby Sue Kuo
• Abigail Kuo