Todd Sterling Wright
Investment adviser representative at Onedigital
13 yearsExperience
1 stateRegistered in
$155.4BFirm assets
34 yearsFirm in business
Are you Todd Sterling Wright? 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
13 years in the industry.
- OnedigitalJul 2026 to now
- Onedigital Investment Advisors LLCJul 2026 to now
- Planchec(k), LLCAug 2019 to now
- LPL Financial LLCOct 2023 to Jul 2026
- Lowe Brockenbrough & Company, Inc.Apr 2013 to Aug 2019
Exams passed
- Series 66 · Uniform Combined State Law2004
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 1 state (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
- 4790648
- Firm CRD
- 106766