AS
ChFC

Alfonso Anthony Sorichetti

19 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)
Number of Advisors
381 advisors
Number of Clients
270,365 clients
Average Client Portfolio
$58K average
Assets Under Management
$15.7B

Fee Structure

Minimum Investment:None

ProAccount clients may be charged up to 1.00% annually for Nationwide Retirement Program and up to 0.65% for Governmental and Institutional Plans, based on their assets. These fees are calculated daily and payable quarterly, in addition to other plan fees. The ProAccount fee is negotiable at the plan level. MIP does not charge a separate fee. Smart Alliance clients are charged up to 0.02% of plan assets annually. Advice Program clients are charged up to 0.50% annually. There is no minimum asset value or account size for participation in any advisory program offered by NIA.

Areas of Practice
Investment ManagementRetirement Planning
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Advisor Information

Office location

One Nationwide Plaza, 03-07-202, Columbus, OH, 43215

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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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Employment History
Current Registrations
Nationwide Investment Advisors, LLC
March 2016 - Present · 9 yrs 10 mos
Nationwide Investment Services CorporationBroker
January 2015 - Present · 11 yrs
Previous Registrations
Nationwide Securities, LLC
February 2015 - March 2016 · 1 yr 1 mo
Nationwide Securities, LLC
September 2013 - January 2015 · 1 yr 4 mos
Nationwide Securities, LLC Broker
April 2013 - January 2015 · 1 yr 9 mos
Nationwide Investment Services CorporationBroker
April 2010 - April 2013 · 3 yrs
Metlife Securities INC.Broker
December 2009 - January 2010 · 1 mo
Bellatore Securities, INC.Broker
October 2008 - April 2009 · 6 mos
Bellatore Financial, INC.
October 2008 - April 2009 · 6 mos
Nationwide Investment Advisors, LLC
January 2007 - September 2008 · 1 yr 8 mos
Nationwide Investment Services CorporationBroker
September 2006 - September 2008 · 2 yrs
American Express Financial Advisors, INC.
February 2005 - April 2005 · 2 mos
American Express Financial Advisors INC. Broker
February 2005 - April 2005 · 2 mos
Ids Life Insurance CompanyBroker
February 2005 - April 2005 · 2 mos
Pruco Securities, LLC. Broker
December 2003 - December 2004 · 1 yr
State Registrations7 states
DCDEMDNJOHPAVA
AdvisorBroker
Exams
No exam information available for this advisor.