CEFEX | Fiduciary Excellence at Investment Advisory Firms

Certified Advisors

Company:
OneDigital Retirement - Tampa; OneDigital Investment Fiduciary Services, formerly Fidelis Fiduciary

Registration No:
CFX10100

Address:
14502 North Dale Mabry Highway, Suite 200, Tampa, FL, 33618, United States

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Registration Type:
Investment Advisor Certification

Program:
-Defined Contribution ERISA fiduciary services, including plan-level ERISA 3(38) investment management, for corporate and non-profit entities; and non-ERISA fiduciary services for governmental entities. Owned by OneDigital Investment Advisors.

Current Registration Date:
09/23/2022

Initial Registration Date:
09/23/2009

Independent Assessment Reports. Click to download and save to your fiduciary file.

Independent Assessment Report 2022-09-23
Independent Assessment Report 2021-09-23
Independent Assessment Report 2020-09-23
Independent Assessment Report 2019-09-23

Registered Sites:

14502 North Dale Mabry Highway, Suite 200, Tampa, FL, 33618, United States

Certified Advisors

For Advisory Firms Seeking CEFEX Certification

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