Timothy Allen Alessi

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

• 08/2003 → 01/2024
  Woodbury Financial Services
  Charlotte, NC
• 01/2024 → Present
  Osaic Wealth, Inc.
  Wilkesboro, NC
• 01/2025 → Present
  Onedigital Investment Advisors Llc
  Overland Park, KS

Previous Registrations

• 2003-09-26 → 2024-01-19
  Woodbury Financial Services, Inc.
  Huntersville, NC
  Cornelius, NC
  Wilkesboro, NC
  Charleston, SC
• 2001-12-31 → 2003-08-14
  Equitable Advisors, Llc
  Charlotte, NC

Other Businesses

1. DERSE MORGEN; NOT INVESTMENT RELATED; 11330 VANSTORY DRIVE, STE 114F, HUNTERSVILLE, NC 28078; S-CORP; PRESIDENT/MANAGING PARTNER; 12/1/2005; 4 HOURS/MONTH DEVOTED; 4 HOURS DURING TRADING; BRANDING STRATEGY DBA. PAYROLL AND OTHER EXPENSES ARE PAID THROUGH THIS ENTITY. ___|___ 2. FIXED INSURANCE SALES AND SERVICE; INVESTMENT RELATED; 11330 VANSTORY DRIVE, STE 114F, HUNTERSVILLE NC 28078, UNITED STATES; SALES AND SERVICE OF NON-VARIABLE INSURANCE PRODUCTS; AGENT; 2/1/2024; 4 HRS/MONTH; 1 HR DURING TRADING; SALES AND SERVICE OF NON-VARIABLE INSURANCE PRODUCTS.

Exams

• S66 Uniform Combined State Law Examination
  2001-07-10

Other Names

• Tim Alessi