Michael J. Bobell
Professional summary
Michael J Bobell, who also goes by Michael John Bobell, is a registered financial advisor currently at NATIONWIDE INVESTMENT ADVISORS, LLC located in Columbus, Ohio and NATIONWIDE INVESTMENT SERVICES CORPORATION located in Columbus, Ohio.
Michael is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2022. Michael has worked at 4 firms and has passed the Series 66, Series 7TO and SIE exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Michael J Bobell's CRS (Customer Relationship Summary).
Certified licenses
Experience
March 29, 2024 - Present
NATIONWIDE INVESTMENT ADVISORS, LLC
Office #1: One Nationwide Plaza 03-07-202, Columbus, OH 43215March 28, 2024 - Present
NATIONWIDE INVESTMENT SERVICES CORPORATION
Office #1: One Nationwide Plaza, Columbus, OH 43215February 7, 2023 - March 19, 2024
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
February 7, 2023 - March 19, 2024
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
June 24, 2022 - November 23, 2022
WELLS FARGO CLEARING SERVICES, LLC
May 27, 2022 - November 23, 2022
WELLS FARGO CLEARING SERVICES, LLC
Primary Firm SEC Registration
NATIONWIDE INVESTMENT ADVISORS, LLC
CRD#: 142373 / SEC#: 801-52664
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(4/11/2024)
(5/7/2025)
(3/28/2024)
(3/29/2024)
Exams
Series 7TO
Date: 5/27/2022
General Securities Representative ExaminationFINRA
Current Firm
NATIONWIDE INVESTMENT ADVISORS, LLC
CRD#: 142373 / SEC#: 801-52664
Contact information
SEC notice filing (52 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 270,365 |
| AUM (Assets Under Management) | $ 15,686,000,000 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 10/25/2024 | ||
| 01/26/2024 | ||
| 10/26/2022 |
Red Flags
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