Morgan Cocozello
Investment adviser representative at Nationwide Investment Advisors, LLC
14 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
14 years in the industry.
- Nationwide Investment Advisors, LLCJul 2026 to now
- Nationwide Investment Services CorporationJun 2023 to now
- Whole Foods MarketOct 2022 to Nov 2022
- Office of Student Life - the Ohio State UniversityFeb 2020 to Oct 2022
- The Ohio State UniversityAug 2019 to May 2023
- Mj's Restaurant Bar & GrillJan 2019 to Aug 2022
- Driftwood Cabana ClubJun 2017 to Sep 2017
- UnemployedJun 2012 to Aug 2019
Exams passed
- Series 66 · Uniform Combined 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
- 7775359
- Firm CRD
- 142373