Claim Profile
TB

Thomas Joseph Bader

ONEIDA WEALTH MANAGEMENT, INC.·SYRACUSE, New York
Unclaimed Profile
ONE GROUP CENTER, SYRACUSE, NY 13204-1327CRD# 1282398Firm CRD# 167907
01

About

Thomas Joseph Bader is a registered financial advisor based in SYRACUSE, New York, affiliated with ONEIDA WEALTH MANAGEMENT, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Client Types
Individuals
Nonprofits & Foundations
03

Firm Overview

Firm
ONEIDA WEALTH MANAGEMENT, INC.
ONEIDA WEALTH MANAGEMENT, INC.
AUM
$61M
Regulatory assets under management
Employees
19
Total firm employees
Services
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Charitable organization or education services
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 1282398
Firm CRD# 167907
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in SYRACUSE?

Browse all registered financial advisors in SYRACUSE, New York or claim this profile if it's yours.

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Thomas Joseph Bader offer?
Thomas Joseph Bader specializes in Investment Management. Contact their office in SYRACUSE, New York for a consultation.
What are Thomas Joseph Bader's credentials?
Thomas Joseph Bader is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Thomas Joseph Bader located?
Thomas Joseph Bader 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 Thomas Joseph Bader charge for services?
Thomas Joseph Bader'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.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Browse by specialty