Gerri Lee Steigerwald

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

• 10/2013 → 07/2018
  The Huntington Investment Company
  Columbus, OH
• 09/2006 → 07/2018
  Huntington National Bank
  New Castle, PA
• 08/2018 → 12/2019
  Cleveland Punch & Die Company
  Ravenna, OH
• 03/2020 → 12/2021
  The Huntington National Bank
  Pittsburgh, PA
• 04/2020 → 12/2021
  The Huntington Investment Company
  Columbus, OH
• 12/2019 → 03/2020
  Unemployed
  Warren, OH
• 12/2021 → 06/2023
  Huntington National Bank
  New Castle, PA
• 12/2021 → 06/2023
  Huntington Investment Company
  Columbus, OH
• 07/2023 → Present
  Onedigital Investment Advisors
  Overland Park, KS

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-05-15
• S63 Uniform Securities Agent State Law Examination
  2014-03-17

Other Names

• Gerri Lee Trinetti
• Gerri Lee Graves