RL
RL

Richard Louis Leimgruber

27 Years of Experience
Sells Insurance
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningEducation PlanningTax PlanningFinancial Planning & CoachingBusiness OwnersHigh Net Worth
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

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Location

120 White Plains Road, Suite 115, Tarrytown, NY, 10591

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Richard is an insurance agent selling fixed/traditional insurance since 2021, dedicating minimal time to this activity. He also formed RLL Endeavor Corp in 2023 to manage business income for tax purposes, spending a few hours per week, and hosts the Enrich Your Life podcast since 2024, which is investment-related and takes minimal time.

Employment History
Current Registrations
Onyx Bridge Wealth Group LLC
September 2021 - Present · 4 yrs 5 mos
Previous Registrations
Purshe Kaplan Sterling InvestmentsBroker
October 2021 - July 2024 · 2 yrs 9 mos
Ameriprise Financial Services, LLC
November 2013 - September 2021 · 7 yrs 10 mos
Ameriprise Financial Services, LLCBroker
April 2003 - September 2021 · 18 yrs 5 mos
Ids Life Insurance CompanyBroker
April 2003 - July 2006 · 3 yrs 3 mos
American Express Financial Advisors INC.Broker
April 2001 - April 2003 · 2 yrs
Ids Life Insurance CompanyBroker
April 2001 - April 2003 · 2 yrs
W. S. Griffith & CO., INC.Broker
January 1998 - May 1999 · 1 yr 4 mos
Pruco Securities CorporationBroker
October 1996 - January 1998 · 1 yr 3 mos
State Registrations1 state
NY
Advisor
Exams
No exam information available for this advisor.