RIA Intelligence

ONEIDA WEALTH MANAGEMENT, INC.

CRD #167907 SEC #801-79875 SYRACUSE, NY (800) 458-7509
SEC Registered Broker-Dealer
Total AUM
$46.9M
Discretionary
$46.9M
Employees
28
Clients
--
Accounts
200

Firm Details

Organization Type
Corporation
State of Formation
New York
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Jan 5, 2016
Branch Offices
--

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
ABERNETHY, DONALD JEREMIAHIDIRECTOR, PRES., CEO & GSPNA Control
ABERNETHY, DONALD JEREMIAHIDIRECTOR, PRES., CEO & GSPNA Control
ABERNETHY, DONALD JEREMIAHIDIRECTOR, PRES., CEO & GSPNA Control
ABERNETHY, DONALD JEREMIAHIDIRECTOR, PRES., CEO & GSPNA Control
ABERNETHY, DONALD JEREMIAHIDIRECTOR, PRES., CEO & GSPNA Control
ABERNETHY, DONALD JEREMIAHIDIRECTOR, PRES., CEO & GSPNA Control
ABERNETHY, DONALD JEREMIAHIDIRECTOR, PRES., CEO & GSPNA Control
ABERNETHY, DONALD JEREMIAHIDIRECTOR, PRES., CEO & GSPNA Control
BADER, THOMAS JOSEPHIDIRECTOR & SR. VICE PRESIDENTNA Control
BADER, THOMAS JOSEPHIDIRECTOR & SR. VICE PRESIDENTNA Control
BADER, THOMAS JOSEPHIDIRECTOR & SR. VICE PRESIDENTNA Control
BADER, THOMAS JOSEPHIDIRECTOR & SR. VICE PRESIDENTNA Control
BADER, THOMAS JOSEPHIDIRECTOR & SR. VICE PRESIDENTNA Control
BADER, THOMAS JOSEPHIDIRECTOR & SR. VICE PRESIDENTNA Control
BADER, THOMAS JOSEPHIDIRECTOR & SR. VICE PRESIDENTNA Control
BADER, THOMAS JOSEPHIDIRECTOR & SR. VICE PRESIDENTNA Control
BADER, THOMAS JOSEPHIPRESIDENT, DIRECTORNA Control
BADER, THOMAS JOSEPHIPRESIDENT, DIRECTORNA Control
BADER, THOMAS JOSEPHIPRESIDENT, DIRECTORNA Control
CATANZARITA, JOHN FRANCESIDIRECTORNA
CATANZARITA, JOHN FRANCESIDIRECTORNA
CATANZARITA, JOHN FRANCESIDIRECTORNA
CATANZARITA, JOHN FRANCESIDIRECTORNA
CATANZARITA, JOHN FRANCESIDIRECTORNA
CATANZARITA, JOHN FRANCESIDIRECTORNA
CATANZARITA, JOHN FRANCESIDIRECTORNA
CATANZARITA, JOHN FRANCESIDIRECTORNA
CATANZARITA, JOHN FRANCESIDIRECTORNA
CATANZARITA, JOHN FRANCESIDIRECTORNA
CATANZARITA, JOHN FRANCESIDIRECTORNA
COLES, SCOTT MICHAELICCO, MUNI.SEC.PRINC. & OPTIONS PRINC. (02/2013)NA
COLES, SCOTT MICHAELICCO, MUNI.SEC.PRINC. & OPTIONS PRINC. (02/2013)NA
COLES, SCOTT MICHAELICCO, MUNI.SEC.PRINC. & OPTIONS PRINC. (02/2013)NA
COLES, SCOTT MICHAELICCO, MUNI.SEC.PRINC. & OPTIONS PRINC. (02/2013)NA
COLES, SCOTT MICHAELICCO, MUNI.SEC.PRINC. & OPTIONS PRINC. (02/2013)NA
COLES, SCOTT MICHAELICCO, MUNI.SEC.PRINC. & OPTIONS PRINC. (02/2013)NA
DURKEE, DERESA FISCHERICFONA Control
DURKEE, DERESA FISCHERICFONA Control
DURKEE, DERESA FISCHERICFONA Control
DURKEE, DERESA FISCHERICFONA Control
DURKEE, DERESA FISCHERICFONA Control
DURKEE, DERESA FISCHERICFONA Control
DURKEE, DERESA FISCHERICFONA Control
DURKEE, DERESA FISCHERICFONA Control
DURKEE, DERESA FISCHERICFONA Control
DURKEE, DERESA FISCHERICFONA Control
DURKEE, DERESA FISCHERICFONA Control
HASKELL, JOHN EDWARDIDIRECTORNA
HASKELL, JOHN EDWARDIDIRECTORNA
HASKELL, JOHN EDWARDIDIRECTORNA
HASKELL, JOHN EDWARDIDIRECTORNA
HASKELL, JOHN EDWARDIDIRECTORNA
HASKELL, JOHN EDWARDIDIRECTORNA
HASKELL, JOHN EDWARDIDIRECTORNA
HASKELL, JOHN EDWARDIDIRECTORNA
HASKELL, JOHN EDWARDIDIRECTORNA
HASKELL, JOHN EDWARDIDIRECTORNA
HASKELL, JOHN EDWARDIDIRECTORNA
JAYNES, CHASITY MAUREENIDIRECTOR, COO (02/2013) & GSPNA Control
JAYNES, CHASITY MAUREENIDIRECTOR, COO (02/2013) & GSPNA Control
JAYNES, CHASITY MAUREENIDIRECTOR, COO (02/2013), CCO (06/2015) & GSPNA Control
JAYNES, CHASITY MAUREENIDIRECTOR, COO (02/2013) & GSPNA Control
JAYNES, CHASITY MAUREENIDIRECTOR, COO (02/2013) & GSPNA Control
JAYNES, CHASITY MAUREENIDIRECTOR, COO (02/2013) & GSPNA Control
JAYNES, CHASITY MAUREENIDIRECTOR, COO (02/2013) & GSPNA Control
JAYNES, CHASITY MAUREENIDIRECTOR, COO (02/2013), CCO (06/2015) & GSPNA Control
JAYNES, CHASITY MAUREENIDIRECTOR, COO (02/2013), CCO (06/2015) & GSPNA Control
JAYNES, CHASITY MAUREENIDIRECTOR, COO (02/2013), CCO (06/2015) & GSPNA Control
JAYNES, CHASITY MAUREENIDIRECTOR, COO (02/2013), CCO (06/2015) & GSPNA Control
KALLET, MICHAEL ROBERTICHAIRMANNA
KALLET, MICHAEL ROBERTICHAIRMANNA
KALLET, MICHAEL ROBERTICHAIRMANNA
KALLET, MICHAEL ROBERTICHAIRMANNA
KALLET, MICHAEL ROBERTICHAIRMANNA
KALLET, MICHAEL ROBERTICHAIRMANNA
KALLET, MICHAEL ROBERTICHAIRMANNA
KALLET, MICHAEL ROBERTICHAIRMANNA
KALLET, MICHAEL ROBERTICHAIRMANNA
KALLET, MICHAEL ROBERTICHAIRMANNA
KALLET, MICHAEL ROBERTICHAIRMANNA
MORISSEAU, PIERRE JOSEPHIDIRECTORNA
MORISSEAU, PIERRE JOSEPHIDIRECTORNA
MORISSEAU, PIERRE JOSEPHIDIRECTORNA
MORISSEAU, PIERRE JOSEPHIDIRECTORNA
MORISSEAU, PIERRE JOSEPHIDIRECTORNA
MORISSEAU, PIERRE JOSEPHIDIRECTORNA
MORISSEAU, PIERRE JOSEPHIDIRECTORNA
MORISSEAU, PIERRE JOSEPHIDIRECTORNA
MORISSEAU, PIERRE JOSEPHIDIRECTORNA
MORISSEAU, PIERRE JOSEPHIDIRECTORNA
MORISSEAU, PIERRE JOSEPHIDIRECTORNA
MYERS, RICHARD BONKEIDIRECTORNA
MYERS, RICHARD BONKEIDIRECTORNA
MYERS, RICHARD BONKEIDIRECTORNA
MYERS, RICHARD BONKEIDIRECTORNA
MYERS, RICHARD BONKEIDIRECTORNA
MYERS, RICHARD BONKEIDIRECTORNA
MYERS, RICHARD BONKEIDIRECTORNA
MYERS, RICHARD BONKEIDIRECTORNA
MYERS, RICHARD BONKEIDIRECTORNA
MYERS, RICHARD BONKEIDIRECTORNA
MYERS, RICHARD BONKEIDIRECTORNA
STICKELS, ERIC EUGENEIVICE CHAIRMANNA
STICKELS, ERIC EUGENEIVICE CHAIRMANNA
STICKELS, ERIC EUGENEIVICE CHAIRMANNA
STICKELS, ERIC EUGENEIVICE CHAIRMANNA
STICKELS, ERIC EUGENEIVICE CHAIRMANNA
STICKELS, ERIC EUGENEIVICE CHAIRMANNA
STICKELS, ERIC EUGENEIVICE CHAIRMANNA
STICKELS, ERIC EUGENEIVICE CHAIRMANNA
STICKELS, ERIC EUGENEIVICE CHAIRMANNA
STICKELS, ERIC EUGENEIVICE CHAIRMANNA
STICKELS, ERIC EUGENEIVICE CHAIRMANNA
ZIELASKO, BRETT MICHAELIDIRECTORNA Control
ZIELASKO, BRETT MICHAELIDIRECTORNA Control
ZIELASKO, BRETT MICHAELIDIRECTORNA Control
ZIELASKO, BRETT MICHAELIDIRECTORNA Control
ZIELASKO, BRETT MICHAELIDIRECTORNA Control
ZIELASKO, BRETT MICHAELIDIRECTORNA Control
ZIELASKO, BRETT MICHAELIDIRECTORNA Control
ZIELASKO, BRETT MICHAELIDIRECTORNA Control
ZIELASKO, BRETT MICHAELIDIRECTORNA Control
ZIELASKO, BRETT MICHAELIDIRECTORNA Control
ZIELASKO, BRETT MICHAELIDIRECTORNA Control
COMMUNITY BANK, N.A.DENATIONAL BANKE Control
COMMUNITY BANK, N.A.DENATIONAL BANKE Control
COMMUNITY BANK, N.A.DENATIONAL BANKE Control
COMMUNITY BANK, N.A.DENATIONAL BANKE Control
THE ONEIDA SAVINGS BANKDESHAREHOLDERE Control
THE ONEIDA SAVINGS BANKDESHAREHOLDERE Control
THE ONEIDA SAVINGS BANKDESHAREHOLDERE Control
THE ONEIDA SAVINGS BANKDESHAREHOLDERE Control
THE ONEIDA SAVINGS BANKDESHAREHOLDERE Control
THE ONEIDA SAVINGS BANKDESHAREHOLDERE Control
THE ONEIDA SAVINGS BANKDESHAREHOLDERE Control

Indirect Owners (Schedule B)

NameTypeEntityOwnershipControl
COMMUNITY BANK SYSTEM, INC.DECOMMUNITY BANK, N.A.E Control
COMMUNITY BANK SYSTEM, INC.DECOMMUNITY BANK, N.A.E Control
COMMUNITY BANK SYSTEM, INC.DECOMMUNITY BANK, N.A.E Control
COMMUNITY BANK SYSTEM, INC.DECOMMUNITY BANK, N.A.E Control
ONEIDA FINANCIAL CORP.DETHE ONEIDA SAVINGS BANKE Control
ONEIDA FINANCIAL CORP.DETHE ONEIDA SAVINGS BANKE Control
ONEIDA FINANCIAL CORP.DETHE ONEIDA SAVINGS BANKE Control
ONEIDA FINANCIAL CORP.DETHE ONEIDA SAVINGS BANKE Control
ONEIDA FINANCIAL CORP.DETHE ONEIDA SAVINGS BANKE Control
ONEIDA FINANCIAL CORP.DETHE ONEIDA SAVINGS BANKE Control
ONEIDA FINANCIAL CORP.DETHE ONEIDA SAVINGS BANKE Control

Registrations

Federal

IA
Jan 5, 2016 REGISTERED

Notice Filings (3)

FL NC NY

Address

ONE GROUP CENTER
706 N. CLINTON STREET
SYRACUSE, NY 13204-1327
United States
Phone: (800) 458-7509