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).
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Total Assets Under Management442MILLION
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Total Number of Accounts2,374ACCOUNTS
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Average Account Value$186,332
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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)
AZ, CA, CT, DE, FL, GA, ID, IL, MA, MN, NC, NH, NJ, NV, NY, PA, SC, TX, UT, VA, WA
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.