Certified Advisors

Company:
OneDigital Retirement - Tampa; OneDigital Investment Fiduciary Services, formerly Fidelis Fiduciary
Registration No:
CFX10100
Address:
14502 North Dale Mabry Highway, Suite 200, Tampa, FL, 33618, United States



View Certificate
Web Site:
http://www.onedigital.com
Registration Type:
Investment Advisor Certification
Program:
-Defined Contribution ERISA fiduciary services, including plan-level ERISA 3(38) investment management, for corporate and non-profit entities; and non-ERISA fiduciary services for governmental entities. Owned by OneDigital Investment Advisors.
Current Registration Date:
09/23/2022
Initial Registration Date:
09/23/2009
Independent Assessment Reports. Click to download and save to your fiduciary file.
Registered Sites:
14502 North Dale Mabry Highway, Suite 200, Tampa, FL, 33618, United States