Eric
Daina
Onedigital Investment Advisors
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About this Advisor
Eric Daina is a financial advisor based in Avon, Ohio, working with Onedigital Investment Advisors. Eric has previously held positions at Pnc Private Bank, Pnc Investments, Onedigital Investment Advisors LLC, Key Private Bank/Key Corp, and Richard J Reidy Funeral Home. Eric has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Ohio. Currently, Eric is part of Onedigital Investment Advisors, which operates out of Avon, Ohio. 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
Services Offered
Fee Structure
Office Location
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Onedigital Investment Advisors Brokerage Details
$107,102,318,821
550
57,121
$1,875,008
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
Eric Daina Work History
Onedigital Investment Advisors LLC
Richard J Reidy Funeral Home
Key Private Bank/Key Corp
Pnc Private Bank
Pnc Investments
Disclosures
Please visit the SEC profile of Eric Daina 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
Henrico, VA
Rochester, NY
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