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Alexsa Santos Donoghue

Investment adviser representative at Onedigital
10 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

10 years in the industry.

  1. Osaic WealthSep 2026 to now
  2. OnedigitalJan 2025 to now
  3. Onedigital Investment Advisors LLCDec 2024 to now
  4. Osaic WealthMar 2025 to Nov 2025
  5. Mutual of America Securities LLCJul 2023 to Dec 2024
  6. Full-time EducationJan 2023 to Jun 2023
  7. Commonwealth Financial NetworkJun 2020 to Dec 2022
  8. Ct Financial PartnersJun 2020 to Dec 2022
  9. First & Last TavernSep 2018 to Aug 2020
  10. Full-time EducationJan 2017 to Aug 2018
  11. Dacapo of AvonJan 2016 to Dec 2016

Exams passed

  • Series 66 · Uniform Combined State Law2021

State registrations

Registered as an investment adviser representative in 1 state (CT).

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
7266885
Firm CRD
106766
Advisor's SEC record (opens in a new tab)
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