Sean M Czepiel

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

• 06/2006 → 06/2017
  Massmutual Financial Group
  Springfield, MA
• 05/2014 → 06/2017
  Mml Distributors, Llc
  Springfield, MA
• 03/2018 → 03/2019
  Edward Jones
  St Louis, MO
• 06/2017 → 03/2018
  Unemployed
  New York, NY
• 09/2022 → 08/2025
  Rmr Wealth Builders, Inc.
  Montclair, NJ
• 03/2019 → 09/2022
  Unemployed
  New York, NY
• 07/2022 → 08/2025
  Eztpa, Llc
  Malvern, PA
• 08/2025 → Present
  Nationwide Investment Services Corporationnationwide Investment
  Columbus, OH

Previous Registrations

• 2022-11-21 → 2025-08-13
  Rmr Wealth Builders, Inc.
  Montclair, NJ
  New York, NY
• 2018-05-11 → 2019-03-26
  Edward Jones
  New York, NY
  Bronxville, NY
  New York, NY
  St Louis, MO
  Bronxville, NY

Exams

• S63 Uniform Securities Agent State Law Examination
  2025-09-24
• S65 Uniform Investment Adviser Law Examination
  2022-11-21
• S66 Uniform Combined State Law Examination
  2018-05-10

Other Names

• Sean Michael Czepiel