Gerri Lee Steigerwald
Investment adviser representative at Onedigital
20 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
20 years in the industry.
- OnedigitalMay 2024 to now
- Onedigital Investment AdvisorsJul 2023 to now
- Huntington Investment CompanyDec 2021 to Jun 2023
- Huntington National BankDec 2021 to Jun 2023
- The Huntington Investment CompanyApr 2020 to Dec 2021
- The Huntington National BankMar 2020 to Dec 2021
- UnemployedDec 2019 to Mar 2020
- Cleveland Punch & Die CompanyAug 2018 to Dec 2019
- The Huntington Investment CompanyOct 2013 to Jul 2018
- Huntington National BankSep 2006 to Jul 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2014
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 2 states (OH, PA).
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
- 6262751
- Firm CRD
- 106766