Unclaimed Profile

Donald Jeremiah Abernethy

ONEIDA WEALTH MANAGEMENT, INC.·SYRACUSE, New York

SIE, Series 7, Series 24, Series 63, Series 6524 years registeredONEIDA WEALTH MANAGEMENT, INC.

ONE GROUP CENTER, SYRACUSE, NY 13204-1327CRD# 3194164Firm CRD# 167907

Profile Verification

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

Identity

Donald Jeremiah Abernethy · SYRACUSE, NY

Registration

CRD #3194164 · ONEIDA WEALTH MANAGEMENT, INC. · 24 years registered

Brand Profile

Not yet started

Career History

INTEGRITY ALLIANCE, LLC

Nov 2025 – present

LION STREET ADVISORS, LLC

May 2021 – Nov 2025

FAYETTEVILLE, NY

CADARET GRANT & CO INC

Jan 2003 – Sep 2003

NORTH SYRACUSE, NY

WACHOVIA SECURITIES, INC.

May 2002 – Jan 2003

SYRACUSE, NY

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 63

Series 65

Registration record

First registered · May 10, 2002

Years registered · 24

Disclosure History

1999Employment Separation After Allegations

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

ONEIDA WEALTH MANAGEMENT, INC.

CRD 167907 · SEC 801-79875

AUM

$61M

Regulatory assets under management

Employees

240 client accounts

Services offered by ONEIDA WEALTH MANAGEMENT, INC.

Per Form ADV

Portfolio management (individuals)

Publication of periodicals/newsletters

Security ratings or pricing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

Nonprofits & Foundations

View all advisors at ONEIDA WEALTH MANAGEMENT, INC. →

Introduction

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Frequently Asked Questions

What services does Donald Jeremiah Abernethy offer?

Donald Jeremiah Abernethy specializes in Investment Management. Contact their office in SYRACUSE, New York for a consultation.

What are Donald Jeremiah Abernethy's credentials?

Donald Jeremiah Abernethy is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Donald Jeremiah Abernethy located?

Donald Jeremiah Abernethy is based in SYRACUSE, New York, working with ONEIDA WEALTH MANAGEMENT, INC.. Their office serves clients in the SYRACUSE metropolitan area and surrounding communities.

How does Donald Jeremiah Abernethy charge for services?

Donald Jeremiah Abernethy's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is ONEIDA WEALTH MANAGEMENT, INC.?

ONEIDA WEALTH MANAGEMENT, INC. has approximately 19 employees and manages $61M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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