Nathan David Smith
Investment adviser representative at Onedigital
13 yearsExperience
1 stateRegistered in
$155.4BFirm assets
34 yearsFirm in business
Are you Nathan David Smith? Claim your profile
Contact this firm
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.
- OnedigitalSep 2023 to now
- Onedigital Investment Advisors LLCSep 2023 to now
- Waverly Advisors, LLCJul 2022 to Sep 2023
- Bt Wealth Management, LLCOct 2021 to Jul 2022
- UnemployedApr 2021 to Oct 2021
- Nuvasive, Inc.Apr 2019 to Apr 2021
- Los Angeles Angels of AnaheimMay 2013 to Apr 2019
Exams passed
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 1 state (GA).
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
- 7661483
- Firm CRD
- 106766