Marisa Rose Ricottone
Investment adviser representative at Onedigital
10 yearsExperience
1 stateRegistered in
CFADesignation
$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
10 years in the industry.
- OnedigitalMay 2024 to now
- Onedigital Investment Advisors LLCJan 2024 to now
- Onedigital Investment Advisors LLCFeb 2020 to Dec 2023
- Strategic Retirement GroupJul 2019 to Jan 2020
- UnemployedMay 2019 to Jul 2019
- UBS Financial Services Inc.Jun 2018 to Aug 2018
- Tulane UniversitySep 2016 to May 2019
Designations
- CFA
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (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
- 6935488
- Firm CRD
- 106766