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Abigail Sue Kuo

Investment adviser representative at Nationwide Investment Advisors, LLC
11 yearsExperience
1 stateRegistered in
ChFC®Designation
$16.7BFirm assets

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assets

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Portfolio management

Experience

11 years in the industry.

  1. Nationwide Investment Advisors, LLCMar 2021 to now
  2. Nationwide Investment Services CorporationMar 2021 to now
  3. Kestra Financial, Inc.Mar 2019 to Mar 2021
  4. Global Retirement Partners, LLCApr 2017 to Mar 2019
  5. LPL Financial, LLCNov 2015 to Mar 2019

Designations

  • ChFC®

Exams passed

  • Series 63 · Uniform Securities Agent State Law1997
  • Series 65 · Uniform Investment Adviser Law2009

State registrations

Registered as an investment adviser representative in 1 state (OH).

Nationwide Investment Advisors, LLC

$16.7BAssets managed
251,223Clients
394Advisers
30 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
2953406
Firm CRD
142373
Advisor's SEC record (opens in a new tab)
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