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Thomas Fred Zamiara

Onedigital Investment Advisors

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About Thomas Fred Zamiara

Thomas Fred Zamiara is a financial advisor currently registered with Onedigital Investment Advisors. Thomas has been in the industry for over 30 years, and holds the Series 3, 7, 9, 10, 24, 63, and 65 licenses. Thomas has worked with a variety of firms throughout his career, including Cambridge Investment Research, Inc., GunnAllen Financial, Inc., Prudential Securities Incorporated, Smith Barney Inc., and Lehman Brothers Inc. Currently, Thomas is also a partner at Westminster Financial, LLC, and serves as Vice President/Treasurer at St. Peter's Kitchen, Inc.

Firm Information

Thomas Zamiara is currently registered with Onedigital Investment Advisors. Onedigital Investment Advisors is a financial advisory firm based in Overland Park, KS with a focus on providing investment and wealth management services. The firm manages over $107 billion in assets for various clients, including individuals, corporations, and institutions. They offer a wide range of services, including financial planning, portfolio management, and pension consulting. The firm employs over 380 investment advisory professionals and has a history of strong client relationships.
Onedigital Investment Advisors

11101 SWITZER ROAD

OVERLAND PARK, KS 66210

$107.10B

Assets Under Management

360

Total Clients

324

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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Thomas Zamiara’s Registration & Firm History

NY

04/15/2021 - Present

Onedigital Investment Advisors (Rochester NY)

NY

02/04/2008 - 12/31/2011

CAMBRIDGE INVESTMENT RESEARCH, INC. (ROCHESTER NY)

NY

02/12/2003 - 02/08/2008

GUNNALLEN FINANCIAL, INC (ROCHESTER NY)

NY

07/07/1994 - 01/10/2003

PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)

NY

07/31/1993 - 07/13/1994

SMITH BARNEY INC. (NEW YORK NY)

NY

05/27/1986 - 07/31/1993

LEHMAN BROTHERS INC. (NEW YORK NY)

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Licenses & Designations

IA

Issued 02/26/2005

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 05/22/1986

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 04/05/2005

Series 24 - General Securities Principal Examination

BC

Issued 03/26/2001

Series 10 - General Securities Sales Supervisor - General Module Examination

BC

Issued 03/26/2001

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 06/23/1986

Series 3 - National Commodity Futures Examination

BC

Issued 05/17/1986

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There is public disclosure for Thomas Fred Zamiara. Review regulatory record here.
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