Richard Victor Gerrity
Investment adviser representative at Onedigital
13 yearsExperience
1 stateRegistered 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
13 years in the industry.
- OnedigitalAug 2026 to now
- Onedigital Investment Advisors LLCAug 2026 to now
- Bank of America N.A.May 2024 to Aug 2026
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedApr 2024 to Aug 2026
- Ausdal Financial Partners, IncJan 2024 to Apr 2024
- Granite Community BankJan 2024 to Apr 2024
- Bank of America, NAMay 2022 to Jan 2024
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedMay 2022 to Jan 2024
- Wells FargoApr 2021 to May 2022
- J.P. Morgan Securities LLCOct 2020 to Mar 2021
- JPMorgan Chase Bank, N.A.Jun 2019 to Mar 2021
- Northwestern Mutual Investment Services, LLCApr 2019 to May 2019
- UnemployedMar 2019 to Mar 2019
- AilDec 2018 to Feb 2019
- UnemployedSep 2018 to Nov 2018
- ArmyAug 2013 to Aug 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2021
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 1 state (MN).
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
- 7101329
- Firm CRD
- 106766