Anna Zholkevych
Investment adviser representative at Nuveen Asset Management, LLC
10 yearsExperience
1 stateRegistered in
$280.5BFirm assets
15 yearsFirm in business
Are you Anna Zholkevych? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feePerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
- Pension consulting
Experience
10 years in the industry.
- Nuveen Asset Management, LLCMay 2023 to now
- Nuveen Securities, LLCMay 2023 to now
- UnemployedNov 2022 to Apr 2023
- Charles Schwab & Co., Inc.Jan 2020 to Oct 2022
- Charles Schwab Bank, SsbJan 2020 to Oct 2022
- Cra FinancialJan 2016 to Oct 2019
- Capaldi Reynolds & PelosiJan 2016 to Sep 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2019
- Series 63 · Uniform Securities Agent State Law2020
State registrations
Registered as an investment adviser representative in 1 state (IL).
Nuveen Asset Management, LLC
$280.5BAssets managed
65,258Clients
256Advisers
15 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
- 7218982
- Firm CRD
- 155584