Financial ADVSR advisor directory · SEC adviser records
Onedigital financial advisors in Princeton, NJ
Every SEC-registered investment adviser representative at a Onedigital office in Princeton, A to Z.
The short answer
2 registered advisors work at Onedigital in Princeton, out of 347 at the firm nationwide; it ranks number 31 in the city by advisors. 0 list the CFP designation and 1 are also registered broker representatives.
Onedigital advisors in Princeton, A to Z
Every Onedigital advisor →- Vasiliky K. DionneInvestment adviser rep
- James D. KaplanAlso a broker rep
Onedigital advisors in every city and state →Onedigital: assets, clients and custodians →Advisor Moves: who changed firms this week →
Onedigital advisors in other cities
Overland Park, KS 135Atlanta, GA 10Danvers, MA 10New York, NY 5Sandy, UT 5Basking Ridge, NJ 4Franklin, TN 4Greensboro, NC 4Medina, OH 4Phoenix, AZ 4Richmond, VA 4Auburn Hills, MI 3Baltimore, MD 3Chicago, IL 3Houston, TX 3
Other firms in Princeton
All Princeton advisors →Blackrock Investment Management, LLC 362Merrill Lynch, Pierce, Fenner & Smith Incorporated 107Advisors Asset Management, Inc. 36Strategic Advisers LLC 24Wells Fargo Clearing Services, LLC 23UBS Financial Services Inc. 22RBC Capital Markets, LLC 18Charles Schwab & Co., Inc. 17Princeton Global Asset Management LLC 17Northwestern Mutual Investment Services, LLC 15Tiaa-Cref Individual & Institutional Services, LLC 15LPL Financial LLC 12
Questions
How many financial advisors does Onedigital have in Princeton?
2 investment adviser representatives are registered at Onedigital offices in Princeton, New Jersey, according to the SEC's Investment Adviser Public Disclosure records, out of 347 nationwide. 0 list the CFP designation and 1 are also registered as broker representatives.
Is Onedigital one of the largest advisor employers in Princeton?
Onedigital ranks number 31 in Princeton by registered advisors; Blackrock Investment Management, LLC has the most, with 362.
How do I check a Onedigital advisor in Princeton?
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. Weighing a move? Compare payouts by firm or value a recruiting offer.