Best Investors Account Sign in

Karen Elizabeth Socola

Nationwide Investment Advisors, LLC

Columbus, OH

CRD 4649419

Claim This Profile
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:

Current Employers
Nationwide Investment Advisors, Llc

One Nationwide Plaza 03-07-202, Columbus, OH 43215 • United States

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2025-12-10
  • OH RA
    APPROVED
    Since 2025-12-10

Branch Locations

One Nationwide Plaza 03-07-202, Columbus, OH 43215 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Nationwide Investment Services Corporation Troy NY 09/2014 Present
  • 09/2014 → Present
    Nationwide Investment Services Corporation
    Troy, NY
Other Businesses

---Position: Owner Company/Employer: Rental Property Location: Clifton Park, NY Start Date: 05/01/2021 Hours Devoted Monthly: 3 Hours During Trading Hours: 0 Investment Related: No

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-12-09
S63 Uniform Securities Agent State Law Examination 2024-04-09
  • S65 Uniform Investment Adviser Law Examination
    2025-12-09
  • S63 Uniform Securities Agent State Law Examination
    2024-04-09

View on SEC IAPD

More in Columbus, OH

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor