National Vice President - Retirement Plan Solutions · Onedigital
Frank E. Zugaro
CRD 4418724 · Named on Form ADV at one SEC-registered adviser
At a glance
Onedigital, an SEC-registered asset manager based in Overland Park, KS with $155.4 billion in regulatory assets, lists Frank E. Zugaro on its Form ADV as National Vice President - Retirement Plan Solutions, a control person.
Firms and roles
- OnedigitalNational Vice President - Retirement Plan SolutionsAsset manager · Overland Park, KS · $155B in regulatory assets
AtlasMembers
Frank’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
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- Control-person status
- 1 firmLocked
- When each role began
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- Each firm’s assets and growth
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Colleagues named on the same filings
- Vincent L. MorrisPresident, Onedigital
- David A. ItoChief Compliance Officer, Onedigital
- Michael N. EsselmanChief Investment Officer, Onedigital
- Andrew JefferysNational Vice President - Wealth Management Solutions, Onedigital
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Frank’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.