Sam
Blechman
Onedigital
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About this Advisor
Sam Blechman is a financial advisor based in Atlanta, Georgia, working with Onedigital. Sam has previously held positions at Ameriprise Financial Services, LLC, Retirement Plan Administrators, Rubicon Global, Collinson Media & Events, Usi Consulting Group, Usi Securities, and Onedigital Investment Advisors LLC. Sam has passed the Series 66 regulatory exam and is registered to provide services in Georgia. Currently, Sam is part of Onedigital, which operates out of Atlanta, Georgia. The firm has 83 offices and 610 employees. Onedigital manages assets totaling $142.6 billion and serves both 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 includes asset-based, hourly, fixed, and performance-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Onedigital Brokerage Details
$142,602,344,768
610
38,423
$3,711,380
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
Sam Blechman Work History
Onedigital Investment Advisors LLC
Usi Consulting Group
Usi Securities
Ameriprise Financial Services, LLC
Retirement Plan Administrators
Rubicon Global
Collinson Media & Events
Disclosures
Please visit the SEC profile of Sam Blechman 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
Belmar, NJ
Sandy, UT
Chicago, IL
Farmington, CT
Overland Park, KS
Overland Park, KS
Spring Lake, MI
Meridian, ID
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