Joshua Byrd
Investment adviser representative at Nationwide Investment Advisors, LLC
12 yearsExperience
1 stateRegistered in
$16.7BFirm assets
30 yearsFirm in business
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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
12 years in the industry.
- Nationwide Investment Advisors, LLCMay 2024 to now
- NationwideMar 2024 to now
- Gwfs Equities, IncNov 2021 to now
- Nylife Securities LLCSep 2019 to Nov 2021
- New York Life Insurance CompayNov 2016 to Nov 2021
- Gardner Carpet OneJul 2014 to Dec 2016
Exams passed
- Series 63 · Uniform Securities Agent State Law2020
- Series 66 · Uniform Combined State Law2024
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
- 6729852
- Firm CRD
- 142373