Eugene
Klesser

Onedigital Investment Advisors

CRD#2781076
Investment Advisor
in West Harrison, NY

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Eugene Klesser is a financial advisor based in West Harrison, New York with a total of 5 years of relevant experience. Klesser is an employee of Onedigital Investment Advisors. Klesser has gained experience at Lpl Financial Corporation, Triad Advisors and Resources Investment Advisors. Klesser holds Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is registered to work in Pennsylvania. Onedigital Investment Advisors is a firm that has its headquarters in Overland Park, KS. The firm has offices in 73 locations and a total of 550 advisors. It controls $89 billion in assets among its 25,199 accounts, making it one of the largest investment advisory firms in the country by assets under management. The firm provides financial advisory services to 97 charitable organizations. Of its 25,199 accounts, just 5% belong to high-net-worth clients who have more than $1 million in investable assets. Onedigital Investment Advisors performs a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services and selection of other advisers. Fees for financial management usually vary depending on the type of services provided. However, fees billed by Onedigital Investment Advisors most likely include asset-based, hourly, fixed and performance-based fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

5 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Performance-based Fees

Office Location

4 West Red Oak Lane Suite 300
West Harrison, NY 10604

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Onedigital Investment Advisors Brokerage Details

Total Assets Under Management

$89,148,595,824

NY Average: $2,243,162,756
Total Number of Employees

550

NY Average: 44
Total Number of Accounts

25,199

NY Average: 4,091
Average Account Size

$3,537,783

NY Average: $548,316

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers

Eugene Klesser Work History

Eugene has been registered as a financial advisor for 5 years.*

2018 - Present (6 years)

Triad Advisors

2018 - Present (6 years)

Resources Investment Advisors

2010 - 2018 (8 years)

Lpl Financial Corporation

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Eugene Klesser to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Onedigital Investment Advisors

Robert Culberson
Orlando, FL
Kevin Savage
Overland Park, KS
Ruth Rivera
Round Rock, TX
Ashley Hudson
Pensacola, FL
Michael Goddard
Torrance, CA
Robert Bockel
Overland Park, KS
Brandon Kempin
Overland Park, KS

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started