Onyx Bridge Wealth Group LLC

Onyx Bridge Wealth Group LLC (CRD# 306097) is a financial advisory firm headquartered in Tarrytown, NY. They manage $442,351,110 in 2,374 accounts and serve the financial needs of clients across 21 states (or territories).

By the Numbers
  • Total Assets Under Management
    442
    MILLION
  • Total Number of Accounts
    2,374
    ACCOUNTS
  • Average Account Value
    $186,332
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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AZ, CA, CT, DE, FL, GA, ID, IL, MA, MN, NC, NH, NJ, NV, NY, PA, SC, 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 20 years of experience in the finance industry.

2
Robert O. Coleman
CRD#: 2247684
Saint George, UT

Robert Coleman (CRD# 2247684) is an Investment Advisor Representative working at Onyx Bridge Wealth Group LLC in Saint George, UT and has over 29 years of experience in the finance industry.

3
Katherine A. Heavey-Seastone
CRD#: 4841947
2390 E Camelback Road, Suite 130, Phoenix, AZ 85016

Katherine Heavey-Seastone (CRD# 4841947) is an Investment Advisor Representative working at Onyx Bridge Wealth Group LLC in Phoenix, AZ and has over 17 years of experience in the finance industry. Katherine Heavey-Seastone has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

4
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 25 years of experience in the finance industry.

5
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 14 years of experience in the finance industry.

6
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 25 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 24 years of experience in the finance industry.

8
Stephanie A. Poche
CRD#: 5046799
120 White Plains Road, Suite 115, Tarrytown, NY 10591

Stephanie Poche (CRD# 5046799) is an Investment Advisor Representative working at Onyx Bridge Wealth Group LLC in Tarrytown, NY and has over 14 years of experience in the finance industry.

9
Marilyn J. Prevoir
CRD#: 6559039
120 White Plains Road, Suite 115, Tarrytown, NY 10591

Marilyn Prevoir (CRD# 6559039) is an Investment Advisor Representative working at Onyx Bridge Wealth Group LLC in Tarrytown, NY and has over 6 years of experience in the finance industry.

10
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 25 years of experience in the finance industry.

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