Frank Edward Zugaro

Employer firm

Onedigital CRD 106766

$155B regulatory AUM 175 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 10/2015 → 12/2017
  Valmark Securities, Inc.
  Akron, OH
• 11/2017 → 09/2018
  The Huntington Investment Company
  Columbus, OH
• 08/2013 → 09/2018
  Huntington National Bank
  Akron, OH
• 09/2018 → 07/2023
  The Huntington Investment Company
  Columbus, OH
• 09/2018 → 07/2023
  The Huntington National Bank
  Akron, OH
• 07/2023 → Present
  Onedigital Investment Advisors Llc
  Overland Park, KS

Previous Registrations

• 2014-05-08 → 2015-10-23
  Lpl Financial Llc
  Akron, OH
• 2003-01-24 → 2003-05-01
  Morgan Stanley Dw Inc.
  Akron, OH

Other Businesses

Montville Lakes Homeowners Association; not investment related; Medina, OH 44256; Secretary - 2016-2018, President - 2019-2023, Secretary - 2025-present; Jan 01, 2016; 1 hr/month devoted; 0 hours during securities trading hours; Governance and management of the homeowners association.

Exams

• S65 Uniform Investment Adviser Law Examination
  2025-02-21
• S66 Uniform Combined State Law Examination
  2001-09-06

Other Names

• Frank E Zugaro
• Frank E Zugaro
• Frank Zugaro