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).

Current Firm Details
120 White Plains Road, Suite 115, Tarrytown, NY 10591
https://www.onyxbridge.com
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 11 - 13 of 13 top financial advisors.
11
Jay Freeberg, financial advisor Tarrytown NY
Jay H. Freeberg
CRD#: 1812003
120 White Plains Road, Suite 115, Tarrytown, NY 10591

Jay Freeberg (CRD# 1812003) is an Investment Advisor Representative working at Onyx Bridge Wealth Group LLC in Tarrytown, NY and has over 36 years of experience in the finance industry.

12
David Herrman, financial advisor Tarrytown NY
David R. Herrman
CRD#: 7112134
120 White Plains Road, Suite 115, Tarrytown, NY 10591

David Herrman (CRD# 7112134) is an Investment Advisor Representative working at Onyx Bridge Wealth Group LLC in Tarrytown, NY and has over 5 years of experience in the finance industry.

13
Alan Tocman, financial advisor Tarrytown NY
Alan N. Tocman
CRD#: 4821425
120 White Plains Road, Suite 115, Tarrytown, NY 10591

Alan Tocman (CRD# 4821425) is an Investment Advisor Representative working at Onyx Bridge Wealth Group LLC in Tarrytown, NY and has over 19 years of experience in the finance industry.

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Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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