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Savannah Katherine Bellamy

Investment adviser representative at Nationwide Investment Advisors, LLC
9 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$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

9 years in the industry.

  1. Nationwide Investment Advisors, LLCOct 2025 to now
  2. Nationwide Investment Services CorpSep 2025 to now
  3. 401goMar 2025 to Sep 2025
  4. Nationwide Investment Services CorpFeb 2018 to Mar 2025
  5. UBS Financial Services Inc.Jul 2016 to Dec 2017

Designations

  • CFP® certification

Exams passed

  • Series 66 · Uniform Combined State Law2014

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
6234992
Firm CRD
142373
Advisor's SEC record (opens in a new tab)
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