Stephanie PocheCRD Number: 5046799
Current Firm: Onyx Bridge Wealth Group LLC
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.
Financial Life Focus, LLC
Park Avenue Securities LLC
Hightower Advisors, LLC
|Onyx Bridge Wealth Group LLC||Tarrytown, NY||Jan 2021 - Current||1|
|Elite Investment Team, LLC||San Diego, CA||Apr 2019 - Jan 2021||1|
|Foresters Equity Services, Inc.||San Diego, CA||Sep 2005 - Jan 2019||13|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Aug 2007|
|S65||NASAA Investment Advisors Law Examination||Dec 2014|
Total Assets Under Management297MILLIONS
Total Number of Accounts1,616ACCOUNTS
Average Account Value$183,720
- 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
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