Robert Noel Grossman

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

• 04/2015 → 05/2021
  Park Avenue Securities
  Phoenix, AZ
• 05/2021 → 10/2022
  Massmutual Life Insurance Company
  Scottsdale, AZ
• 06/2021 → 10/2022
  Mml Investors Services Llc
  Scottsdale, AZ
• 11/2022 → 08/2023
  Tiaa-Cref Individual & Institutional Services, Llc
  Denver, CO
• 10/2022 → 09/2023
  Tiaa
  Denver, CO
• 12/2019 → 02/2021
  Pacific Advisors
  Phoenix, AZ
• 08/2015 → 02/2021
  Strategies For Wealth/Gaurdian Life Insurance
  Phoenix, AZ
• 10/2023 → 10/2024
  Scottsdale Wealth Advisory Llc
  Paradise Valley, AZ
• 09/2023 → 10/2024
  Scottsdale Wealth Advisory Llc
  Paradise Valley, AZ
• 11/2022 → 08/2023
  Advice And Planning Services
  Scottsdale, AZ
• 03/2017 → 05/2021
  Park Avenue Securities
  Phoenix, AZ
• 05/2020 → 09/2021
  Goldbook
  Scottsdale, AZ
• 10/2024 → Present
  Nationwide Investment Services Corporation
  Columbus, OH

Previous Registrations

• 2023-10-27 → 2024-09-23
  Scottsdale Wealth Advisory Llc
  Paradise Valley, AZ
• 2022-11-29 → 2023-08-01
  Tiaa-Cref Individual & Institutional Services, Llc
  Denver, CO
  Scottsdale, AZ
• 2021-06-16 → 2022-10-31
  Mml Investors Services, Llc
  Scottsdale, AZ
• 2017-03-07 → 2021-05-20
  Park Avenue Securities Llc
  Rye Brook, NY
  Phoenix, AZ

Exams

• S65 Uniform Investment Adviser Law Examination
  2017-02-23
• S63 Uniform Securities Agent State Law Examination
  2015-10-30

Other Names

• Robert N Grossman
• Robert Grossman
• Robert Noel Grossman