Paul SurdakowskiCRD Number: 5017290
Current Firm: Nationwide Investment Advisors, LLC
Paul Surdakowski (CRD# 5017290) is an Investment Advisor Representative working at Nationwide Investment Advisors, LLC in Columbus, OH and has over 15 years of experience in the finance industry.
Stratos Wealth Partners, Ltd
Shuttleworth & Company
Lpl Financial LLC
|Nationwide Investment Services Corporation||Columbus, OH||Jun 2021 - Current||2|
|Unemployed||Phoenix, AZ||Nov 2020 - Jun 2021||< 1|
|Transamerica Capital Inc.||Denver, CO||Jan 2020 - Nov 2020||< 1|
|The Leaders Group, Inc.||Littleton, CO||May 2019 - Dec 2019||< 1|
|Wealthvest Marketing||Bozeman, MT||Jul 2017 - Dec 2019||2|
|Purshe Kaplan Sterling Investments||Albany, NY||Jan 2016 - Jun 2017||1|
|Wealthplan Advisors||Scottsdale, AZ||Aug 2015 - May 2017||1|
|Global Atlantic Financial Company||Simsbury, CT||Jan 2014 - Jul 2015||1|
|Forethought Distributors, LLC||Simsbury, CT||May 2013 - Jul 2015||2|
|Forethought Financial Services, Inc.||Simsbury, CT||May 2013 - Jan 2014||< 1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Aug 2007|
|S65||NASAA Investment Advisors Law Examination||Sep 2015|
Total Assets Under Management12,147MILLIONS
Total Number of Accounts268,786ACCOUNTS
Average Account Value$45,192
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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