Thomas Zamiara is a registered investment advisor at Onedigital, based in Rochester, NY, with 30 years of industry experience. Thomas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 5 more. Their firm serves 19,007 clients with $140B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
OneDigital charges investment advisory fees based on a percentage of the value of your investments, typically billed quarterly in advance. The annual fee will not exceed 2.00%. Clients can combine accounts within their household to reach higher discount tiers. Fees may be deducted from your account or billed directly. Fees are prorated for new accounts or terminations. OneDigital may recommend third-party asset managers, whose fees are separate.
Location
11 Centre Park, Suite 303, Rochester, NY, 14614
Get directionsHistory
Regulatory History (2)
Regulatory
May 2007Customer Dispute
June 2002Other Business Activities
Thomas is a partner at Westminster Financial, LLC since 2005. He is also a partner at FCRC Apps, LLC, spending a few hours per week on development and marketing, and the Vice President/Treasurer of St. Peter's Kitchen, Inc, spending minimal time attending quarterly meetings, and a consultant at Westminster Consulting, spending about half his time.
Employment History
Current Registrations
Onedigital
Previous Registrations
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Gunnallen Financial, INC
Gunnallen Financial, INCBroker
Prudential Securities IncorporatedBroker
Smith Barney INC.Broker
Lehman Brothers INC.Broker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.