Joseph John Dellisanti
Investment adviser representative at Onedigital
21 yearsExperience
2 statesRegistered in
$155.4BFirm assets
34 yearsFirm in business
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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
21 years in the industry.
- Osaic Wealth, Inc.Aug 2024 to now
- OnedigitalNov 2021 to now
- Onedigital Investment Advisers LLCNov 2021 to now
- Dellisanti Benefit AdvisorsNov 2005 to now
- Triad AdvisorsDec 2021 to Aug 2024
- SFG Wealth Management, LLC(formerly:synergy Financial Group,LLC)Dec 2016 to Nov 2021
- LPL Financial, LLCNov 2010 to Dec 2021
Exams passed
- Series 63 · Uniform Securities Agent State Law1995
- Series 65 · Uniform Investment Adviser Law2005
State registrations
Registered as an investment adviser representative in 2 states (MD, 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
- 2615484
- Firm CRD
- 106766