Paul Surdakowski, financial advisor Columbus OH

Paul Surdakowski

CRD 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 17 years of experience in the finance industry.

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Company Name Location Dates Years
Nationwide Investment Services Corporation Columbus, OH Jun 2021 - Current 3
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
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Aug 2007
S65 NASAA Investment Advisors Law Examination Sep 2015
Contact Info for Paul F. Surdakowski
Phone Number: 614-435-8371
Registered State(s):
  • OH
By the Numbers
  • Total Assets Under Management
    14,333
    MILLIONS
  • Total Number of Accounts
    273,511
    ACCOUNTS
  • Average Account Value
    $52,404
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • 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)
Types of Clients
Registered States

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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