Unclaimed Profile

Saumen Chattopadhyay

ONEDIGITAL INVESTMENT ADVISORS LLC·OVERLAND PARK, Kansas

Series 65Clean record13 years registeredONEDIGITAL INVESTMENT ADVISORS LLC

11101 SWITZER ROAD, OVERLAND PARK, KS 66210CRD# 4624565Firm CRD# 106766

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Saumen Chattopadhyay · OVERLAND PARK, KS

Registration

CRD #4624565 · ONEDIGITAL INVESTMENT ADVISORS LLC · 13 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: ONEDIGITAL INVESTMENT ADVISORS LLC

HARBOR CAPITAL ADVISORS, INC.

Dec 2024 – Oct 2025

CHICAGO, IL

ONEDIGITAL INVESTMENT ADVISORS

Oct 2021 – Sep 2024

OVERLAND PARK, KS

CARSON GROUP INVESTING

Sep 2019 – Oct 2021

OMAHA, NE

CWM, LLC

Aug 2019 – Oct 2021

OMAHA, NE

CONVEX CAPITAL MANAGEMENT LLC

Feb 2013 – Jul 2019

WARRENVILLE, IL

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · February 14, 2013

Years registered · 13

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

Firm Overview

Firm

ONEDIGITAL INVESTMENT ADVISORS LLC

CRD 106766 · SEC 801-40622

AUM

$107.1B

Regulatory assets under management

Employees

550

57,121 client accounts

Services offered by ONEDIGITAL INVESTMENT ADVISORS LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Pension consulting

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

Pension & Retirement Plans

High Net Worth Individuals

View all advisors at ONEDIGITAL INVESTMENT ADVISORS LLC →

Introduction

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Frequently Asked Questions

What services does Saumen Chattopadhyay offer?

Saumen Chattopadhyay specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management.

What are Saumen Chattopadhyay's credentials?

Saumen Chattopadhyay is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Saumen Chattopadhyay located?

Saumen Chattopadhyay is based in OVERLAND PARK, Kansas, last registered with ONEDIGITAL INVESTMENT ADVISORS LLC.

How does Saumen Chattopadhyay charge for services?

Saumen Chattopadhyay's firm is compensated through percentage of aum, hourly charges, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is ONEDIGITAL INVESTMENT ADVISORS LLC?

ONEDIGITAL INVESTMENT ADVISORS LLC has approximately 550 employees and manages $107.1B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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