Christopher Albert Zeoli

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

• 09/2014 → 05/2018
  The Vanguard Group, Inc.
  Malvern, PA
• 05/2018 → 07/2018
  The Vanguard Group, Inc.
  Malvern, PA
• 07/2018 → 02/2022
  The Vanguard Group, Inc.
  Malvern, PA
• 02/2022 → 08/2024
  Triad Advisors
  Norcross, GA
• 02/2022 → Present
  Onedigital Investment Advisors Llc
  Overland Park, KS
• 08/2024 → 10/2025
  Osaic Wealth, Inc.
  Berwyn, PA

Other Businesses

1) Colonial Soccer Club; not investment related; PO Box 130,Blue Bell, PA 19422; board of directors; 7/2021; 3 hrs/month; 0 hrs during trading; responsible for oversight of club's travel soccer program

Exams

• S65 Uniform Investment Adviser Law Examination
  2022-03-31
• S63 Uniform Securities Agent State Law Examination
  2018-10-19

Other Names

• Chris Zeoli