Marisa
Ricottone

Onedigital Investment Advisors

CRD#6935488
Investment Advisor
in Brooklyn, NY

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About this Advisor

Marisa Ricottone is a financial advisor based in Brooklyn, New York, working with Onedigital Investment Advisors. Marisa has previously held positions at Onedigital Investment Advisors LLC, Strategic Retirement Group, Tulane University, UBS Financial Services Inc, and Tim Hortons. Marisa is registered to provide services in New York. Currently, Marisa is part of Onedigital Investment Advisors, which operates out of Brooklyn, 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

Chartered Financial Analyst

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

60 East 42Nd Street Suite 5310
Brooklyn, NY 11203

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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

Marisa Ricottone Work History

2024 - Present (0 year)

Onedigital Investment Advisors LLC

2020 - 2023 (3 years)

Onedigital Investment Advisors LLC

2019 - 2020 (1 year)

Strategic Retirement Group

2019 - 2019 (< 1 year)

Tulane University

2018 - 2018 (< 1 year)

Ubs Financial Services Inc

2016 - 2019 (3 years)

Tulane University

2015 - 2016 (1 year)

Unemployed, Student

2014 - 2014 (< 1 year)

Unemployed, Student

2014 - 2015 (1 year)

Tim Hortons

Disclosures

Please visit the SEC profile of Marisa Ricottone 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

John Hull
Overland Park, KS
Laura Rogers
Overland Park, KS
Katie Calpin
West Harrison, NY
Shemar Etienne
Atlanta, GA
Jonas Boyer
Overland Park, KS
Kevin Major
Overland Park, KS
Mindy Filer
Hummelstown, PA
Allie Rivera
Overland Park, KS

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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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.

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