Marisa
Ricottone

Onedigital Investment Advisors

CRD#6935488
Investment Advisor
in Brooklyn, NY

Answer a few questions and
get matched with an advisor.

Find an Advisor

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

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

$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

Shemar Etienne
Atlanta, GA
Larry O'Callaghan
Solvang, CA
Alex Esposito
Overland Park, KS
Marisa Ricottone
Brooklyn, NY
Jonas Boyer
Overland Park, KS
Christopher Benson
Centennial, CO
Camay Pascucci
Danvers, MA
Donald Bateman
Knoxville, TN

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.

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