Robert
Nodar

Principal Global Investors

CRD#4207242
Investment Advisor
in Glen Allen, VA

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About this Advisor

Robert Nodar is an investment advisor whose office is in Glen Allen, Virginia. Currently a registered advisor with Principal Global Investors, they have gathered 10 years of work experience in the financial advisory industry. Nodar has a Series 66 license, designating them as both a securities agent and an investment advisor representative. Nodar can advise clients in Virginia. Nodar has gained experience at Morgan Stanley Smith Barney LLC and Principal Funds Distributor. Principal Global Investors is headquartered in Glen Allen, Virginia, and has six additional locations throughout the country. As a company, Principal Global Investors oversees $296 billion in assets covering 16,121 accounts and retains more than 1,776 people. The firm's total assets under management makes it one of the largest investment advisory firms in the nation. The firm manages 16,108 accounts on a discretionary basis, meaning the advisor has the authority to make all investment decisions. Currently 48% of the firm's clients are high-net-worth individuals, meaning they have more than $1 million in investable assets. Principal Global Investors can provide portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, portfolio management for institutional clients, selection of other advisers, educational seminars and other services. The firm may charge clients asset-based, fixed, performance-based and other fees.

Certifications and Registrations

Series 66

Years of Experience

11 years

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for investment companies, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients, Selection of other advisers, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Fixed Fees, Performance-based Fees, Others

Disclosures

No

Office Location

4920 Cobblestone Landing Pl
Glen Allen, VA 23059

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Principal Global Investors Brokerage Details

Total Assets Under Management

$295,981,292,788

VA Average: $9,259,360,772
Total Number of Employees

1,776

VA Average: 166
Total Number of Accounts

16,121

VA Average: 7,189
Average Account Size

$18,359,983

VA Average: $1,287,990

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Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers
  • Educational seminars/workshops
  • Other

Robert Nodar Work History

Robert has 11 years of experience.

2019 - Present (1 year)

Principal Funds Distributor

2009 - 2019 (10 years)

Morgan Stanley Smith Barney LLC

Disclosures

Robert Nodar has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Principal Global Investors

Kenneth Burd
New York, NY
Brandon Miller
Des Moines, IA
Kishor Bhatia
Des Moines, IA
Christopher Goehring
Des Moines, IA
Mark Nelson
Des Moines, IA
Beau Hillger
Des Moines, IA
Nicholas Coppola
Chicago, IL
Carlos Villarreal
Chicago, IL

This content was compiled from the SEC and FINRA.

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