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Joseph Aniano

17 Years of Experience
Broker

Joseph Aniano is a registered investment advisor at Nationwide Securities, LLC, based in Columbus, OH, with 17 years of industry experience. Joseph operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Retirement Planning. Their firm serves 105 clients.

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

Fee Structure

Minimum Investment:$5K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $100K0.65%
$100K - $250K0.60%
$250K - $400K0.55%
$400K - $500K0.50%
$500K+0.45%

These fees are for the ProAccount Investment Advisory Program and are paid to Nationwide Investment Advisors (NIA), an affiliate of Nationwide Securities. Clients also pay administrative fees to Nationwide Trust Company (NTC) and internal expenses for the mutual funds they invest in.

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

One Nationwide Plaza, 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

Joseph coaches lacrosse and serves as a board member for both New Albany Youth Lacrosse and New Albany Youth Football. These activities require minimal time and are not investment-related.

Employment History
Current Registrations
Nationwide Securities, LLC
April 2022 - Present · 4 yrs
Nationwide Securities, LLCBroker
August 2021 - Present · 4 yrs 8 mos
Previous Registrations
Nationwide Fund Distributors LLCBroker
April 2020 - March 2022 · 1 yr 11 mos
Nationwide Investment Advisors, LLC
June 2018 - April 2022 · 3 yrs 10 mos
Nationwide Investment Services CorporationBroker
June 2018 - May 2020 · 1 yr 11 mos
UBS Financial Services INC.
January 2010 - June 2018 · 8 yrs 5 mos
UBS Financial Services INC.Broker
January 2010 - June 2018 · 8 yrs 5 mos
UBS International INC.
November 2008 - January 2010 · 1 yr 2 mos
UBS International INC.Broker
April 2008 - January 2010 · 1 yr 9 mos
State Registrations52 states
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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.