Onegroup Wealth Partners, Inc.
Onegroup Wealth Partners, Inc. (CRD# 306971) is a financial advisory firm headquartered in Syracuse, NY. They manage $92,850,216 in 287 accounts and serve the financial needs of clients across 7 states (or territories).
-
Total Assets Under Management93MILLION
-
Total Number of Accounts287ACCOUNTS
-
Average Account Value$323,520
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
FL, MN, NH, NY, SD, TX, VT
Joseph Polsinelli (CRD# 2098985) is an Investment Advisor Representative working at Onegroup Wealth Partners, Inc. in Niskayuna, NY and has over 31 years of experience in the finance industry.
Paul Restante (CRD# 1214619) is an Investment Advisor Representative working at Onegroup Wealth Partners, Inc. in Syracuse, NY and has over 36 years of experience in the finance industry.
Isaac Coutier (CRD# 7320982) is an Investment Advisor Representative working at Onegroup Wealth Partners, Inc. in Bloomington, MN and has 1 year of experience in the finance industry.