Robert Blumberg
Investment adviser representative at Onedigital
21 yearsExperience
1 stateRegistered in
$155.4BFirm assets
34 yearsFirm in business
Are you Robert Blumberg? Claim your profile
Contact this firm
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.
- OnedigitalDec 2025 to now
- Onedigital Investment Advisors LLCAug 2025 to now
- VoyaJan 2025 to Aug 2025
- Voya Financial Partners, LLCJan 2025 to Aug 2025
- Oneamerica SecuritiesApr 2020 to Jan 2025
- American United LifeFeb 2020 to Jan 2025
- UnemployedJan 2019 to Feb 2020
- John HancockNov 2004 to Dec 2018
- John Hancock Distributors LLCNov 2004 to Dec 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2002
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (GA).
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
- 2905801
- Firm CRD
- 106766