Scott Joseph Smith
Investment adviser representative at Onedigital
11 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
11 years in the industry.
- OnedigitalSep 2026 to now
- Onedigital Investment Advisors LLCSep 2026 to now
- Osaic Wealth, Inc.Aug 2024 to Sep 2026
- Gallagher Fiduciary Advisors, LLCApr 2022 to Sep 2026
- Triad AdvisorsMar 2022 to Aug 2024
- Kestra Financial, Inc.Jul 2019 to Mar 2022
- Usi AdvisorsSep 2018 to Jun 2019
- Usi Consulting Group, Inc.May 2018 to Jun 2019
- Usi Securities, Inc.May 2018 to Jun 2019
- 1st Global Capital CorpAug 2017 to May 2018
- July Business ServicesOct 2015 to May 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2001
State registrations
Registered as an investment adviser representative in 1 state (OH).
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
- 4453476
- Firm CRD
- 106766