Alpeshkumar R Patel

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

• 10/2022 → 05/2023
  Ironoak Wealth Llc
  Cedar Park, TX
• 08/2022 → 05/2023
  Ironoak Wealth Llc
  Cedar Park, TX
• 10/2016 → 08/2022
  Meridian Credit Union
  Brampton Ontario
• 03/2016 → 10/2016
  Mortgage Alliance
  Brampton Ontario
• 06/2023 → 08/2023
  Guardian Life Insurance Company
  Austin, TX
• 06/2023 → 08/2023
  Park Avenue Securities
  Austin, TX
• 09/2023 → 04/2025
  Fisher Investments
  Plano, TX
• 06/2025 → Present
  Nationwide Investment Services Corporation
  Columbus, OH

Previous Registrations

• 2023-09-13 → 2025-04-14
  Fisher Investments
  Tampa, FL
  Plano, TX
• 2022-10-04 → 2023-05-12
  Ironoak Wealth
  Cedar Park, TX

Exams

• S63 Uniform Securities Agent State Law Examination
  2023-09-06
• S65 Uniform Investment Adviser Law Examination
  2022-09-26

Other Names

• Alpeshkumar Rav Patel