SG
SG

Sheryl Gallant

19 Years of Experience
Columbus, OH
Broker

Sheryl Gallant is a registered investment advisor at Nationwide Securities, LLC, based in Columbus, OH, with 19 years of industry experience. Sheryl 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, 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

Sheryl owns rental property since 2015. This activity is not investment-related and requires minimal time.

Employment History
Current Registrations
Nationwide Securities, LLC
November 2011 - Present · 14 yrs 11 mos
Nationwide Securities, LLCBroker
February 2008 - Present · 18 yrs 8 mos
Previous Registrations
1717 Capital Management CompanyBroker
February 2008 - August 2008 · 6 mos
First Investors CorporationBroker
September 2006 - May 2007 · 8 mos
State Registrations51 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPARISCSDTNTXUTVAVTWAWIWVWY
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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