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Troy Eaton

29 Years of Experience
Columbus, OH
Broker

Troy Eaton is a registered investment advisor at Nationwide Investment Advisors, LLC, based in Columbus, OH, with 29 years of industry experience. Troy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 270,365 clients with $16B in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
398 advisors
Number of Clients
270,365 clients
Average Client Portfolio
$58K average
Assets Under Management
$15.7B

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)

Nationwide Investment Advisors (NIA) offers investment management through ProAccount. Here's how the fees work:

  • Nationwide Retirement Program: You'll be charged up to 1.00% of your account balance annually. This fee is taken out of your account quarterly.
  • Nationwide Governmental and Institutional Plans: You'll be charged up to 0.65% of your account balance annually. This fee is also taken out of your account quarterly.

These fees are negotiable at the plan level. The fees are in addition to any other fees your retirement plan may charge.

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Location

One Nationwide Plaza, 03-07-202, Columbus, OH, 43215

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Learn about disclosures →
Employment History
Current Registrations
Nationwide Investment Advisors, LLC
August 2022 - Present · 3 yrs 9 mos
Nationwide Investment Services CorporationBroker
August 2022 - Present · 3 yrs 9 mos
Previous Registrations
Fidelity Personal and Workplace Advisors
November 2021 - May 2022 · 6 mos
Fidelity Brokerage Services LLCBroker
October 2021 - May 2022 · 7 mos
Nationwide Investment Advisors, LLC
March 2020 - October 2021 · 1 yr 7 mos
Nationwide Fund Distributors LLCBroker
January 2016 - October 2021 · 5 yrs 9 mos
Nationwide Investment Advisors, LLC
December 2006 - December 2010 · 4 yrs
Nationwide Investment Services Corporation
December 2004 - December 2006 · 2 yrs
Nationwide Investment Services CorporationBroker
December 2000 - January 2016 · 15 yrs 1 mo
Nationwide Advisory Services, INC.Broker
March 2000 - December 2000 · 9 mos
Quick & Reilly, INC.Broker
August 1998 - March 2000 · 1 yr 7 mos
Fidelity Brokerage Services, INC.Broker
March 1996 - August 1998 · 2 yrs 5 mos
State Registrations1 state
OH
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Troy Eaton - Financial Advisor | TrueAdvisor