Be advised. This firm is no longer registered.

Oneida Wealth Management, Inc.

Oneida Wealth Management, Inc. (CRD# 167907) is a financial advisory firm headquartered in Syracuse, NY. They manage $60,573,595 in 240 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    61
    MILLION
  • Total Number of Accounts
    240
    ACCOUNTS
  • Average Account Value
    $252,390
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

FL, NC, NY

Financial Advisors at Oneida Wealth Management, Inc.
No Advisor Found.
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