Nathan David White
Investment adviser representative at Onedigital
14 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
14 years in the industry.
- Onedigital Investment Advisors, LLCFeb 2020 to now
- OnedigitalDec 2015 to now
- Triad Advisors, Inc.Feb 2017 to Dec 2022
- Resources Investment Advisors LLCNov 2015 to Feb 2020
- LPL Financial, LLCNov 2015 to Feb 2017
- Sitzmann Lavis White, LLCMay 2012 to Jan 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law2001
- Series 65 · Uniform Investment Adviser Law2009
State registrations
Registered as an investment adviser representative in 1 state (CA).
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
- 4271801
- Firm CRD
- 106766