Colleen Ann Porcaro

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

• 03/2026 → Present
  Onedigital Investment Advisors Llc
  Overland Park, KS
• 10/2024 → 02/2026
  Blue Ridge Associates (By Acquisition)
  Columbia, MD
• 10/2016 → 10/2024
  Coastal Pension Services (Acquired By Blue Ridge Associates)
  Columbia, MD
• 08/2015 → 10/2016
  Bluestar Retirement Services
  Ponte Vedra Beach, FL

Exams

• S65 Uniform Investment Adviser Law Examination
  2026-05-06

Other Names

• Colleen Porcaro
• Colleen Ann Cashin
• Colleen Cashin
• Colleen Cashin Porcaro