Katie
Calpin

Onedigital Investment Advisors

CRD#6017127
Investment Advisor
in West Harrison, NY

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About this Advisor

Katie Calpin is a financial advisor based in West Harrison, New York, working with Onedigital Investment Advisors. Katie has previously held positions at Lpl Financial, Triad Advisors, and Resources Investment Advisors. Katie has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Pennsylvania. Currently, Katie is part of Onedigital Investment Advisors, which operates out of West Harrison, New York. The firm has 83 offices and 550 employees. The firm manages assets totaling $107.1 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include 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. The fee structure at Onedigital Investment Advisors includes asset-based, hourly, fixed, and performance-based fees.

Certifications and Registrations

Series 63, Series 65

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

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

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Onedigital Investment Advisors Brokerage Details

Total Assets Under Management

$107,102,318,821

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

550

NY Average: 44
Total Number of Accounts

57,121

NY Average: 4,091
Average Account Size

$1,875,008

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

Katie Calpin Work History

2019 - Present (5 years)

Resources Investment Advisors

2018 - Present (6 years)

Triad Advisors

2014 - 2018 (4 years)

Lpl Financial

Disclosures

Please visit the SEC profile of Katie Calpin 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

Ruth Rivera
Round Rock, TX
Marisa Ricottone
Brooklyn, NY
Allie Rivera
Overland Park, KS
Donald Bateman
Knoxville, TN
Jonas Boyer
Overland Park, KS
Alex Esposito
Overland Park, KS
John Carey
Overland Park, KS
Mindy Filer
Hummelstown, PA

The content in this profile was updated by SmartAsset on 6/19/2024. 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.

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