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Detailed Report
Kevin M Savage
CRD#: 7223144
IA
Investment Adviser
B
Broker
ONEDIGITAL INVESTMENT ADVISORSCRD#: 106766 2101 Route 34
Wall, NJ 07719
OSAIC WEALTH, INC.CRD#: 23131 2101 Route 34
Wall, NJ 07719
Registration History
20202021202220232024202520262 FIRMS2020 - 2022 (2 years)IAONEDIGITAL INVESTMENT ADVISORS (CRD# 106766)2022 - Present (2 years)BOSAIC WEALTH, INC. (CRD# 23131)2024 - Present (<1 year)BTRIAD ADVISORS LLC (CRD# 25803)2022 - 2024 (1 year)
License(s)

State Registrations

IA
New Jersey 7/26/2022
IA
New York 7/19/2022
B
New Jersey 8/23/2024
B
New York 8/23/2024

SRO Registrations

B
 FINRA

View Exams Passed by the individual in the detailed report

Learn about permitted activities of registered representatives

Learn about permitted activities of registered principals

Not all jurisdictions require IAR registration or may have an exemption from registration.
Current Registration(s)
IA
ONEDIGITAL INVESTMENT ADVISORS (CRD#:106766)
2101 Route 34, Wall, NJ 07719
Registered with this firm since 7/19/2022
B
OSAIC WEALTH, INC. (CRD#:23131)
2101 Route 34, Wall, NJ 07719
Registered with this firm since 8/23/2024
Previous Registration(s)
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B
 09/08/2022 - 08/23/2024 TRIAD ADVISORS LLC (CRD#:25803) Wall, NJ
IA
 07/16/2020 - 07/11/2022 KESTRA ADVISORY SERVICES, LLC (CRD#:283330) New York, NY
B
 05/28/2020 - 07/11/2022 KESTRA INVESTMENT SERVICES, LLC (CRD#:42046) NY, NY
For additional information about investment advisers or broker-dealers, please visit
www.investor.gov
B
Broker
A brokerage firm, also called a broker-dealer, is in the business of buying and selling securities – stocks, bonds, mutual funds, and certain other investment products – on behalf of its customer (as broker), for its own bank (dealer), or both. Individuals who work for broker-dealers - the sales personnel are commonly referred to as brokers.
IA
Investment Adviser
An investment adviser is paid for providing advice about securities to clients. In addition, some investment advisers manage investment portfolios and offer financial planning services.
Disclosures
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.