Sheena Fisher (CRD# 6378545) is an Investment Advisor Representative working at Onedigital Investment Advisors in Atlanta, GA and has over 5 years of experience in the finance industry.
CRD# 7069825
Beacon Global Advisor Network, LLC
CRD# 5338514
Rollins Financial Advisors, LLC
CRD# 5822473
Rockefeller Capital Management
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Triad Advisors | Norcross, GA | Nov 2022 - Current | 1 |
| Resources Investment Advisors, LLC | Overland Park, KS | Sep 2021 - Current | 2 |
| Mml Investors Services, LLC | Latham, NY | Feb 2020 - Sep 2021 | 1 |
| Massmutual Life Insurance Co | Latham, NY | Feb 2020 - Sep 2021 | 1 |
| Guardian Life Insurance Co Of America | Latham, NY | Jun 2015 - Feb 2020 | 4 |
| Park Avenue Securities, LLC | Latham, NY | Jun 2015 - Feb 2020 | 4 |
| Fish At 30 Lake | Saratoga Springs, NY | Jun 2016 - Jan 2018 | 1 |
| Angelo's Prime Bar & Grill | Clifton Park, NY | Aug 2012 - Jun 2016 | 3 |
| Oasis | Latham, NY | Aug 2014 - Mar 2015 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Mar 2019 |
- GA
-
Total Assets Under Management107,102MILLIONS
-
Total Number of Accounts57,121ACCOUNTS
-
Average Account Value$1,875,008
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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