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Gene Harshaw

27 Years of Experience
Columbus, OH
Broker

Gene Harshaw is a registered investment advisor at Nationwide Securities, LLC, based in Columbus, OH, with 27 years of industry experience. Gene is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 108 clients.

Compensation
Fee-Only (% of Portfolio)
Firm Size
20 advisors
Number of Clients
108 clients
Average Client Portfolio
Not specified

Fee Structure

Minimum Investment:$5K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $100K0.85%
$100K - $250K0.80%
$250K - $400K0.75%
$400K - $500K0.70%
$500K+0.65%

Schedule reflects the higher Signature Managed Account program rates. Select Managed Account program rates are lower, ranging from 0.55% down to 0.35%. ProAccount program rates range from 0.65% down to 0.45%.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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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.

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Other Business Activities

Gene is a board member for the Franklin County Board of Developmental Disabilities since February 2025. This requires minimal time and is not investment related.

Employment History
Current Registrations
Nationwide Securities, LLCBroker
March 2026 - Present · 7 mos
Nationwide Investment Advisors, LLC
March 2017 - Present · 9 yrs 7 mos
Nationwide Investment Services CorporationBroker
December 2000 - Present · 25 yrs 10 mos
Previous Registrations
Nationwide Securities, LLCBroker
July 2019 - November 2023 · 4 yrs 4 mos
Nationwide Securities, LLCBroker
February 2017 - March 2017 · 1 mo
Nationwide Securities, LLC
February 2017 - March 2017 · 1 mo
Nationwide Securities, LLCBroker
August 2008 - December 2010 · 2 yrs 4 mos
1717 Capital Management CompanyBroker
July 2008 - August 2008 · 1 mo
Nationwide Advisory Services, INC.Broker
September 1999 - December 2000 · 1 yr 3 mos
State Registrations2 states
CAOH
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.
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