Onyx Bridge Wealth Group LLC

Onyx Bridge Wealth Group LLC (CRD# 306097) is a financial advisory firm headquartered in Tarrytown, NY. They manage $815,684,357 in 3,517 accounts and serve the financial needs of clients across 22 states (or territories).

By the Numbers
  • Total Assets Under Management
    816
    MILLION
  • Total Number of Accounts
    3,517
    ACCOUNTS
  • Average Account Value
    $231,926
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, CO, CT, DC, DE, FL, GA, LA, MA, MD, NC, NH, NJ, NV, NY, PA, SC, TN, TX, UT, VA, WA

Financial Advisors at Onyx Bridge Wealth Group LLC
Showing 1 - 10 of 13 top financial advisors.
1
Jared M. Cohen
CRD#: 4467148
120 White Plains Road, Suite 115, Tarrytown, NY 10591

Jared Cohen (CRD# 4467148) is an Investment Advisor Representative working at Onyx Bridge Wealth Group LLC in Tarrytown, NY and has over 22 years of experience in the finance industry.

2
Marshall H. Gilman
CRD#: 2357964
455 Route 304, Bardonia, NY 10954

Marshall Gilman (CRD# 2357964) is an Investment Advisor Representative working at Onyx Bridge Wealth Group LLC in Bardonia, NY and has over 30 years of experience in the finance industry.

3
Richard L. Leimgruber
CRD#: 2789568
120 White Plains Road, Suite 115, Tarrytown, NY 10591

Richard Leimgruber (CRD# 2789568) is an Investment Advisor Representative working at Onyx Bridge Wealth Group LLC in Tarrytown, NY and has over 27 years of experience in the finance industry.

4
Joseph A. Madio
CRD#: 4967222
120 White Plains Road, Suite 115, Tarrytown, NY 10591

Joseph Madio (CRD# 4967222) is an Investment Advisor Representative working at Onyx Bridge Wealth Group LLC in Tarrytown, NY and has over 16 years of experience in the finance industry.

5
Paul R. Maynor
CRD#: 2786627
57 Saulsbury Road, Dover, DE 19901

Paul Maynor (CRD# 2786627) is an Investment Advisor Representative working at Onyx Bridge Wealth Group LLC in Dover, DE and has over 27 years of experience in the finance industry.

6
Matthew W. Missimer
CRD#: 5160145
American Fork, UT

Matthew Missimer (CRD# 5160145) is an Investment Advisor Representative working at Onyx Bridge Wealth Group LLC in American Fork, UT and has over 17 years of experience in the finance industry.

7
Daniel J. O'shea
CRD#: 2992633
120 White Plains Road, Suite 115, Tarrytown, NY 10591

Daniel O'shea (CRD# 2992633) is an Investment Advisor Representative working at Onyx Bridge Wealth Group LLC in Tarrytown, NY and has over 26 years of experience in the finance industry.

8
Stephanie A. Poche
CRD#: 5046799
Santee, CA

Stephanie Poche (CRD# 5046799) is an Investment Advisor Representative working at Onyx Bridge Wealth Group LLC in Santee, CA and has over 16 years of experience in the finance industry.

9
David A. Ringler
CRD#: 2759964
120 White Plains Road, Suite 115, Tarrytown, NY 10591

David Ringler (CRD# 2759964) is an Investment Advisor Representative working at Onyx Bridge Wealth Group LLC in Tarrytown, NY and has over 26 years of experience in the finance industry.

10
Jason R. Savey
CRD#: 2941302
120 White Plains Road, Suite 115, Tarrytown, NY 10591

Jason Savey (CRD# 2941302) is an Investment Advisor Representative working at Onyx Bridge Wealth Group LLC in Tarrytown, NY and has over 25 years of experience in the finance industry.

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