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ChFC
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ChFC

Marshall Gilman

Onyx Bridge Wealth Group LLC
30 Years of Experience
Port St. Lucie, FL
2 DisclosuresSells Insurance
View SEC Summary
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Marshall Gilman is a ChFC-designated registered investment advisor at Onyx Bridge Wealth Group LLC, based in Port St. Lucie, FL, with 30 years of industry experience. Marshall operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Education Planning, Estate Planning, and 5 more. Their firm serves 1,846 clients with $1.4B in assets under management.

Onyx Bridge Wealth Group LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
22 advisors
Number of Clients
1,846 clients
Average Client Portfolio
$742K average
Assets Under Management
$1.4B

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

Fees are negotiable up to 2.00% depending on portfolio size and complexity. Clients with $2,500,000 or more in assets may agree to an annual flat fee of up to $100,000.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

Port St. Lucie, FL

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History

Regulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
September 2014
Settled
Customer Dispute
August 2010
Settled
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Marshall sells fixed insurance products, including life, health, long-term care, property & casualty, and disability insurance, dedicating about a quarter of his time to this. He also provides business reorganization consulting and works as an Investment Advisor Representative (IAR) with Onyx Bridge Wealth Group, spending about half his time on this.

Employment History
Current Registrations
Onyx Bridge Wealth Group LLC
October 2022 - Present · 4 yrs
Previous Registrations
Foresight Wealth Management, LLC
March 2021 - November 2022 · 1 yr 8 mos
Purshe Kaplan Sterling InvestmentsBroker
March 2017 - August 2018 · 1 yr 5 mos
Ssn Advisory, INC.
October 2013 - September 2016 · 2 yrs 11 mos
Securities Service Network, INC.Broker
October 2013 - March 2017 · 3 yrs 5 mos
Park Avenue Securities LLCBroker
September 2004 - October 2013 · 9 yrs 1 mo
Northwestern Mutual Investment Services, LLCBroker
November 1995 - September 2004 · 8 yrs 10 mos
Robert W. Baird & CO. IncorporatedBroker
November 1995 - January 2002 · 6 yrs 2 mos
Metlife Securities INC.Broker
August 1993 - October 1995 · 2 yrs 2 mos
Metropolitan Life Insurance CompanyBroker
August 1993 - October 1995 · 2 yrs 2 mos
State Registrations4 states
FLNJNYTX
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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