Financial ADVSR advisor directory · SEC adviser records
Onedigital financial advisors in Rochester, NY
Every SEC-registered investment adviser representative at a Onedigital office in Rochester, A to Z.
The short answer
3 registered advisors work at Onedigital in Rochester, out of 347 at the firm nationwide; it ranks number 49 in the city by advisors. 0 list the CFP designation and 0 are also registered broker representatives.
Onedigital advisors in Rochester, A to Z
Every Onedigital advisor →- Sean D. PattonInvestment adviser rep
- Gabriel G. PotterInvestment adviser rep
- Thomas F. ZamiaraInvestment adviser 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 Rochester
All Rochester advisors →LPL Financial LLC 64Equitable Advisors, LLC 63Morgan Stanley 58UBS Financial Services Inc. 50MML Investors Services, LLC 48Sage, Rutty & Co., Inc. 43Osaic Wealth, Inc. 40Wells Fargo Advisors Financial Network, LLC 32J.P. Morgan Securities LLC 30Strategic Advisers LLC 30Ameriprise Financial Services, LLC 29Ashton Thomas Securities, LLC 23
Questions
How many financial advisors does Onedigital have in Rochester?
3 investment adviser representatives are registered at Onedigital offices in Rochester, New York, according to the SEC's Investment Adviser Public Disclosure records, out of 347 nationwide. 0 list the CFP designation and 0 are also registered as broker representatives.
Is Onedigital one of the largest advisor employers in Rochester?
Onedigital ranks number 49 in Rochester by registered advisors; LPL Financial LLC has the most, with 64.
How do I check a Onedigital advisor in Rochester?
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.