Robert Anthony Schafer
Investment adviser representative at Onedigital
11 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$155.4BFirm assets
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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.
- OnedigitalJun 2026 to now
- Onedigital Investment Advisors LLCJun 2026 to now
- Moneta Group Investment Advisors, LLCJul 2023 to Jun 2026
- Bank of America, N.A.Nov 2017 to Jul 2023
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedAug 2017 to Jul 2023
- StifelApr 2015 to Aug 2017
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2015
State registrations
Registered as an investment adviser representative in 2 states (MO, TX).
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
- 6486284
- Firm CRD
- 106766