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Michael Hayes Gouldin

Investment adviser representative at Onedigital
28 yearsExperience
1 stateRegistered 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

28 years in the industry.

  1. Osaic Wealth, Inc.Aug 2024 to now
  2. OnedigitalDec 2021 to now
  3. Resources Investment Advisors, LLCDec 2021 to now
  4. Triad AdvisorsJan 2022 to Aug 2024
  5. Gouldin & Mccarthy, LLCMar 2007 to Jul 2022
  6. Comprehensive Asset Management & Servicing, Inc.Aug 1998 to Jan 2022

Exams passed

  • Series 66 · Uniform Combined State Law1997

State registrations

Registered as an investment adviser representative in 1 state (NJ).

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
3113346
Firm CRD
106766
Advisor's SEC record (opens in a new tab)
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