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).

Current Firm Details
One Group Center, 706 N. Clinton Street, Syracuse, NY 13204
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
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.

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.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals