Nayelly Lizbeth Montalvo

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

• 01/2022 → 09/2024
  The Vanguard Group, Inc.
  Scottsdale, AZ
• 06/2016 → 07/2021
  University Of Texas Rio Grande Valley
  Edinburg, TX
• 07/2019 → 11/2020
  Chili's
  Mcallen, TX
• 01/2019 → 02/2019
  Apc Homemaker Services
  Rio Grande City, TX
• 09/2020 → 10/2020
  Primoris Services Corporation
  Ben Wheeler, TX
• 12/2020 → 12/2020
  Primoris Services Corporation
  Haskell, TX
• 07/2021 → 08/2021
  Unemployed
  Rio Grande City, TX
• 10/2021 → 01/2022
  Agua Cristalina Home Health
  Rio Grande City, TX
• 09/2021 → 01/2022
  Rio Grande City Cisd
  Rio Grande City, TX
• 09/2024 → 05/2025
  J.P. Morgan Securities Llc
  San Antonio, TX
• 08/2018 → 10/2018
  Hibbett Sporting Goods Inc
  Rio Grande City, TX
• 09/2014 → 05/2016
  Unemployed
  Rio Grande City, TX
• 04/2018 → 12/2018
  The Country Store
  Rio Grande City, TX
• 05/2025 → Present
  Nationwide Investment Services Corporation
  Columbus, OH

Other Businesses

--Position: Owner Company/Employer: Montcia Prop Location: 2320 N 52nd St, Phoenix, AZ 85008, 1509 S 223rd Dr, Buckeye, AZ 85326 Start Date: 12/15/2023 Hours Devoted Monthly: 5 Hours During Trading Hours: 0 Investment Related: No

Exams

• S66 Uniform Combined State Law Examination
  2025-08-26
• S63 Uniform Securities Agent State Law Examination
  2022-07-25

Other Names

• Nayelly Montalvo
• Nayelly Lizbeth Montalvo
• Nayelly L. Montalvo