Craig
Gabel

Onedigital Investment Advisors

CRD#2940314
Investment Advisor
in Rochester, NY

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About this Advisor

Craig Gabel is a financial advisor working in Rochester, New York with 1 year of relevant experience. Gabel is an employee of Onedigital Investment Advisors. Throughout their career, Gabel has worked at Securities America Inc, Cetera Investment Services LLC, Cetera Investment Advisers LLC, Farmers National Bank, Onedigital Investment Advisors, LLC, Principal Life Insurance and Princor Financial Services. Gabel maintains a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is able to advise clients in Ohio. Onedigital Investment Advisors is an advisory business based in Overland Park, KS. It has offices in 73 locations and a total of 550 financial advisors. It controls $89 billion in total assets among its 25,199 client accounts, placing it among the biggest firms in the country by assets under management. The firm serves 97 charitable organizations. Of its 25,199 client accounts, just 5% belong to high-net-worth investors who have greater than $1 million in assets available to invest. Onedigital Investment Advisors provides 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. Financial management fee schedules depend on which services the firm provides the client. Fee types charged by Onedigital Investment Advisors likely are comprised of asset-based, hourly, fixed and performance-based fees.

Certifications and Registrations

Series 66

Years Registered*

1 year

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

11 Centre Park Suite 303
Rochester, NY 14614

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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

Craig Gabel Work History

Craig has been registered as a financial advisor for 1 years.*

2022 - Present (2 years)

Onedigital Investment Advisors, LLC

2018 - 2022 (4 years)

Cetera Investment Services LLC

2018 - 2022 (4 years)

Cetera Investment Advisers LLC

2018 - 2022 (4 years)

Farmers National Bank

2016 - 2018 (2 years)

Principal Life Insurance

2016 - 2018 (2 years)

Princor Financial Services

2010 - 2016 (6 years)

Securities America Inc

*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 Craig Gabel 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

Kevin Savage
Overland Park, KS
Ashley Hudson
Pensacola, FL
Robert Bockel
Overland Park, KS
Andrew Gibson
Raleigh, NC
John Nemmers
Overland Park, KS
Robert Culberson
Orlando, FL
Michael Goddard
Torrance, CA

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.

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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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