Stuart Laurence Rosenthal
Investment adviser representative at Onedigital
14 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$155.4BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feePerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
14 years in the industry.
- OnedigitalJul 2026 to now
- Onedigital Investment Advisors LLCJul 2026 to now
- Cetera Investment Advisers LLCJun 2023 to Jul 2026
- Cetera Wealth Services, LLCJun 2021 to Jul 2026
- Voya Financial AdvisorsSep 2014 to Jun 2021
- Rosenthal Wealth Management GroupFeb 2012 to Jul 2026
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1988
- Series 65 · Uniform Investment Adviser Law1996
State registrations
Registered as an investment adviser representative in 2 states (TX, VA).
Onedigital
Legal name: Onedigital Investment Advisors LLC
$155.4BAssets managed
18,203Clients
387Advisers
34 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 1839398
- Firm CRD
- 106766