Stephanie Ng
Investment Adviser Representative at Onedigital
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Stephanie Ng is an investment adviser representative with Onedigital in San Diego, CA, where they have been registered since 2024. They have worked in the securities industry since 2015 and have been registered with 5 firms, including Pacific Investment Management Company LLC and Gurtin Municipal BOND Management. They have passed 3 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent) and Series 7 (general securities representative). They are registered to provide investment advice in California.
Office
Advisors at this office: 4
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- California
- Broker:
1 state or territory
California
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- LPL Financial LLCApr 2013 – Dec 2018San Diego, CA
- Independent Financial PartnersJun 2016 – Dec 2018San Diego, CA
- Resources Investment AdvisorsDec 2018 – Dec 2019Overland Park, KS
- Triad AdvisorsJan 2019 – Dec 2019Norcross, GA
- PIMCO Investments LLCFeb 2020 – Mar 2024Solana Beach, CA
- Gurtin Fixed Income MGT LLC DBA Gurtin Municipal BOND MGTJan 2020 – Apr 2022Solana Beach, CA
- Pacific Investment Management Company LLCJan 2021 – Mar 2024Newport Beach, CA
- OneDigital Investment Advisors LLCApr 2024 – no end date reportedOverland Park, KS
- Triad AdvisorsJun 2024 – Aug 2024Atlanta, GA
- Osaic Wealth, Inc.Aug 2024 – no end date reportedSan Diego, CA
Official records & sources
Data as of June 26, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Onedigital
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Fixed fee
- Performance-based fees
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Client types the firm serves
Firm assets under management
$25B+
- Firm disclosures (Form ADV)
- Disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 375
- Offices listed on AdvisorFinder:
- 26
- Main office:
- Overland Park, KS
- SEC file number:
- 801-40622
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of April 1, 2026
View full firm profileOther advisors at Onedigital
Showing 12 of 375 in the directory
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Stephanie Ng has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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