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).

Current Firm Details
5790 Widewaters Parkway, Syracuse, NY 13214
http://www.onegroupwealthpartners.com/
By the Numbers
  • Total Assets Under Management
    93
    MILLION
  • Total Number of Accounts
    287
    ACCOUNTS
  • Average Account Value
    $323,520
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

FL, MN, NH, NY, SD, TX, VT

Financial Advisors at Onegroup Wealth Partners, Inc.
Showing 1 - 3 of 3 top financial advisors.
1
Joseph Polsinelli, financial advisor Niskayuna NY
Joseph D. Polsinelli
CRD#: 2098985
2341 Nott Street East, Suite 204, Niskayuna, NY 12309

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.

2
Paul Restante, financial advisor Bradenton FL
Paul A. Restante
CRD#: 1214619
9122 Towne Center Parkway, Suite 103, Bradenton, FL 34202

Paul Restante (CRD# 1214619) is an Investment Advisor Representative working at Onegroup Wealth Partners, Inc. in Bradenton, FL and has over 36 years of experience in the finance industry.

3
Isaac Coutier, financial advisor Syracuse NY
Isaac R. Coutier
CRD#: 7320982
5790 Widewaters Parkway, Syracuse, NY 13214

Isaac Coutier (CRD# 7320982) is an Investment Advisor Representative working at Onegroup Wealth Partners, Inc. in Syracuse, NY and has 1 year of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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