Alejandro Siqueiros
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.
- Osaic Wealth, Inc.Aug 2024 to now
- OnedigitalJan 2021 to now
- Onedigital Investment Advisors LLCDec 2020 to now
- Triad AdvisorsDec 2020 to Aug 2024
- Fidiciary Investment TrustsSep 2019 to Nov 2020
- Private Client ServicesApr 2018 to Nov 2020
- Cambridge Investment Research, Inc.Feb 2018 to Apr 2018
- Creative PlanningFeb 2017 to Dec 2017
- Oneamerica SecuritiesDec 2016 to Feb 2017
- Oneamerica Retirement ServicesOct 2016 to Feb 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2017
- Series 65 · Uniform Investment Adviser Law2017
State registrations
Registered as an investment adviser representative in 2 states (KS, WA).
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
- 5792892
- Firm CRD
- 106766