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Est. 2026The front page of wealth managementNew York

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Financial ADVSR advisor directory · SEC adviser records

Onedigital financial advisors in New York

Every SEC-registered investment adviser representative at a Onedigital office in New York, by city and A to Z.

The short answer

12 registered advisors work at Onedigital in New York, out of 347 nationwide; it's the firm's number 5 state by advisors, and the most are in New York (5). 2 list the CFP designation and 3 are also registered broker representatives.

Onedigital advisors by city in New York

Every firm in New York →

New York 5Rochester 3Hauppauge 2Melville 2Brooklyn 1Ossining 1

Onedigital advisors in New York, A to Z

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Onedigital in other states

Kansas 139North Carolina 16Ohio 15Georgia 14California 13Florida 11Massachusetts 11New Jersey 11Michigan 10Virginia 10Minnesota 9Texas 9Missouri 8Pennsylvania 8Tennessee 7Utah 7Arizona 6Maryland 6Colorado 5Oregon 5Illinois 4

Questions

How many Onedigital financial advisors are in New York?

12 investment adviser representatives are registered at Onedigital offices in New York, according to the SEC's Investment Adviser Public Disclosure records, out of 347 at the firm nationwide. 2 list the CFP designation and 3 are also registered as broker representatives.

Where in New York does Onedigital have the most advisors?

New York, with 5, then Rochester (3). Onedigital has advisors in 6 cities in New York.

How do I check a Onedigital advisor in New York?

Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Onedigital office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.