Elizabeth Trevino

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

• 08/2014 → Present
  Fidelity Brokerage Services Llc
  Greenwood Village, CO
• 07/2018 → Present
  Fidelity Personal And Workplace Advisors
  Boston, MA
• 03/2025 → 01/2026
  Fidelity Investments
  Boston, MA
• 01/2026 → Present
  Nationwide Investment Services Corporation
  Columbus, OH

Previous Registrations

• 2025-03-31 → 2025-04-23
  Strategic Advisers Llc
  Boston, MA
• 2018-07-13 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Boston, MA
  Moraga, CA
  Smithfield, RI
• 2017-12-12 → 2018-07-13
  Strategic Advisers Llc
  San Diego, CA
• 2014-05-27 → 2014-08-21
  Charles Schwab & Co., Inc.
  Austin, TX

Exams

• S65 Uniform Investment Adviser Law Examination
  2017-05-25
• S66 Uniform Combined State Law Examination
  2014-05-27
• S63 Uniform Securities Agent State Law Examination
  1991-07-02

Other Names

• Agnes Elizabeth Trevino
• Elizabeth Trevino Perez
• Elizabeth Trevino Trevino