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Susan Elizabeth Wilson

Nationwide Investment Advisors, LLC

Columbus, OH

CRD 2522241

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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
WA RA APPROVED 2024-04-01
OH RA APPROVED 2017-06-30
  • WA RA
    APPROVED
    Since 2024-04-01
  • OH RA
    APPROVED
    Since 2017-06-30

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
Benefitscorp Equities, Inc. Bellevue WA 07/1998 04/2017
Nationwide Investment Services Corporation Columbus OH 04/2017 Present
  • 07/1998 → 04/2017
    Benefitscorp Equities, Inc.
    Bellevue, WA
  • 04/2017 → Present
    Nationwide Investment Services Corporation
    Columbus, OH
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2017-01-19
S63 Uniform Securities Agent State Law Examination 1998-07-15
  • S65 Uniform Investment Adviser Law Examination
    2017-01-19
  • S63 Uniform Securities Agent State Law Examination
    1998-07-15
Other Names
  • Susan Elizabeth Yates
  • Susan Elizabeth Yates

View on SEC IAPD

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