Lior Leonid Assa
Investment adviser representative at Nationwide Investment Advisors, LLC
13 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
13 years in the industry.
- Nationwide Investment Advisors, LLCMar 2026 to now
- Nationwide Investment Services CorpMar 2026 to now
- Nationwide Securities, LLCDec 2025 to Mar 2026
- Ae Wealth Management, LLCFeb 2023 to Dec 2025
- Clear Solutions, LLC dba Bergen Financial GroupJan 2023 to Dec 2025
- Bank of America, N.AMay 2019 to Feb 2023
- Merrill Lynch, Pierce, Fenne & Smith IncorporatedMar 2019 to Feb 2023
- Axos FinancialFeb 2013 to Feb 2019
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2019
- Series 63 · Uniform Securities Agent State Law2026
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
- 7089268
- Firm CRD
- 142373