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MG
ChFC
MG
ChFC

Marshall Holt Gilman

Onyx Bridge Wealth Group LLC
29 Years of Experience
2 DisclosuresSells Insurance
View SEC Summary
View SEC Summary
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningEducation PlanningTax PlanningFinancial Planning & CoachingBusiness OwnersHigh Net Worth
Onyx Bridge Wealth Group LLC
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
22 advisors
Number of Clients
1,654 clients
Average Client Portfolio
$605K average
Assets Under Management
$1.0B

Fee Structure

Location

455 Route 304, Bardonia, NY, 10954

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History

Regulatory History (2)
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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 · 3 yrs 4 mos
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 Registrations1 state
NY
Advisor
Exams
No exam information available for this advisor.