Carrie Vidamo is a registered investment advisor at Nationwide Securities, LLC, based in Gilbert, AZ, with 13 years of industry experience. Carrie 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
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 0.85% |
| $100K - $250K | 0.80% |
| $250K - $400K | 0.75% |
| $400K - $500K | 0.70% |
| $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
Location
Gilbert, AZ
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Regulatory History
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 Securities, LLCBroker
Nationwide Securities, LLC
Previous Registrations
Vanguard Advisers, INC.
Vanguard Marketing CorporationBroker
Allstate Financial Services, LLCBroker
Transamerica Financial Advisors, INCBroker
Transamerica Financial Advisors, INCBroker
Transamerica Financial Advisors, INCBroker
World Group Securities, INC.Broker
Aig Retirement Advisors, INC.Broker
PFS Investments INC.Broker
Banc One Securities Corporation
Banc One Securities CorporationBroker
Morgan Stanley Dw INC.Broker
State Registrations52 states
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
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