Graham C Clarke
Investment adviser representative at Onedigital
10 yearsExperience
2 statesRegistered 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
10 years in the industry.
- OnedigitalSep 2022 to now
- Onedigital Investment Advisors LLCSep 2022 to now
- M Holdings Securities, IncFeb 2020 to now
- Kb Financial Partners, LLCFeb 2020 to Dec 2023
- MML Investors Services, LLCAug 2018 to Feb 2020
- Massmutual Life Insurance CompanyJul 2018 to Feb 2020
- Northwestern Mutual Wealth Management CompanyMar 2017 to Jul 2018
- Northwestern Mutual Investment Services LLCNov 2016 to Jul 2018
- Northwestern Mutual Life Insurance CompanyNov 2016 to Jul 2018
Exams passed
- Series 66 · Uniform Combined State Law2009
State registrations
Registered as an investment adviser representative in 2 states (NJ, NY).
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
- 5691681
- Firm CRD
- 106766