Adriana Sanchez De Tagle Elwood

CFP

Onedigital

4 Years of Experience

View SEC Summary

Areas of Practice

Retirement PlanningInvestment Management

Onedigital

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

328 advisors

Number of Clients

19,007 clients

Average Client Portfolio

$7.5M average

Assets Under Management

$142.6B

Fee Structure

Financial Planning:Investment management only

Location

3411 Richmond Avenue, Suite 750, Houston, TX, 77046

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History

Regulatory History

Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Other Business Activities

Adriana owns and manages a rental property since August 2015, dedicating minimal time to it. She is aware that the rental property cannot be rented to clients of OneDigital Investment Advisors LLC.

Employment History

Current Registrations

Onedigital

February 2024 - Present · 2 yrs

Previous Registrations

Legacy Asset Management, INC.

November 2021 - August 2024 · 2 yrs 9 mos

State Registrations1 state

Advisor

Exams

No exam information available for this advisor.