Lior Leonid Assa

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

• 03/2019 → 02/2023
  Merrill Lynch, Pierce, Fenne & Smith Incorporated
  San Diego, CA
• 02/2013 → 02/2019
  Axos Financial
  San Diego, CA
• 05/2019 → 02/2023
  Bank Of America, N.A
  San Diego, CA
• 01/2023 → 12/2025
  Clear Solutions, Llc Dba Bergen Financial Group
  San Diego, CA
• 02/2023 → 12/2025
  Ae Wealth Management, Llc
  Topeka, KS
• 12/2025 → 03/2026
  Nationwide Securities, Llc
  Columbus, OH
• 03/2026 → Present
  Nationwide Investment Services Corp
  Columbus, OH

Previous Registrations

• 2026-01-05 → 2026-03-31
  Nationwide Securities, Llc
  Columbus, OH
  Columbus, OH
• 2023-02-13 → 2025-12-15
  Ae Wealth Management, Llc
  San Diego, CA
• 2019-07-23 → 2023-01-27
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  San Diego, CA
  New York, NY

Exams

• S63 Uniform Securities Agent State Law Examination
  2026-02-05
• S66 Uniform Combined State Law Examination
  2019-07-22

Designations

• Certified Financial Planner

Other Names

• Lior Assa-Krutilin
• Lior Assa