JM
JM

Joseph Anthony Madio

18 Years of Experience
BrokerSells 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

Joseph works as an Investment Adviser Representative for Onyx Bridge Wealth Bridge, dedicating full-time hours to investment management and financial planning. He also sells fixed/traditional insurance products through PKS Financial, spending minimal time on this activity.

Employment History
Current Registrations
Onyx Bridge Wealth Group LLC
July 2021 - Present · 4 yrs 7 mos
Purshe Kaplan Sterling InvestmentsBroker
April 2021 - Present · 4 yrs 10 mos
Previous Registrations
Private Client Services, LLCBroker
March 2020 - April 2021 · 1 yr 1 mo
Ameriprise Financial Services, LLC.
May 2014 - February 2020 · 5 yrs 9 mos
Ameriprise Financial Services, LLCBroker
March 2007 - February 2020 · 12 yrs 11 mos
State Registrations7 states
CTFLNCNJNYPATX
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Joseph Anthony Madio - Financial Advisor | TrueAdvisor