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Morgan Cocozello

Nationwide Investment Advisors, LLC

Columbus, OH

CRD 7775359

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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
OH RA APPROVED 2026-07-23
  • OH RA
    APPROVED
    Since 2026-07-23

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
Nationwide Investment Services Corporation Columbus OH 06/2023 Present
Mj's Restaurant Bar & Grill Tinton Falls NJ 01/2019 08/2022
Office Of Student Life - The Ohio State University Columbus OH 02/2020 10/2022
Whole Foods Market Columbus OH 10/2022 11/2022
Driftwood Cabana Club Sea Bright NJ 06/2017 09/2017
The Ohio State University Columbus OH 08/2019 05/2023
Unemployed Lincroft NJ 06/2012 08/2019
Nationwide Investment Advisors Columbus OH 07/2026 Present
  • 06/2023 → Present
    Nationwide Investment Services Corporation
    Columbus, OH
  • 01/2019 → 08/2022
    Mj's Restaurant Bar & Grill
    Tinton Falls, NJ
  • 02/2020 → 10/2022
    Office Of Student Life - The Ohio State University
    Columbus, OH
  • 10/2022 → 11/2022
    Whole Foods Market
    Columbus, OH
  • 06/2017 → 09/2017
    Driftwood Cabana Club
    Sea Bright, NJ
  • 08/2019 → 05/2023
    The Ohio State University
    Columbus, OH
  • 06/2012 → 08/2019
    Unemployed
    Lincroft, NJ
  • 07/2026 → Present
    Nationwide Investment Advisors
    Columbus, OH
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-07-22
  • S66 Uniform Combined State Law Examination
    2026-07-22

View on SEC IAPD

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