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Nicholas Stephen Sutro

Onyx Bridge Wealth Group LLC
20 Years of Experience
1 DisclosureSells 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

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

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History

Regulatory History (1)
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
May 2008
Settled
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Nicholas works full-time as a financial advisor at Onyx Bridge Wealth Group since 2022. He also works as an agent selling fixed/traditional insurance products since 2009, dedicating a few hours per week, and serves as a trustee on an investment account for his brother-in-law, spending minimal time on this.

Employment History
Current Registrations
Onyx Bridge Wealth Group LLC
September 2022 - Present · 3 yrs 5 mos
Previous Registrations
Purshe Kaplan Sterling InvestmentsBroker
September 2022 - July 2025 · 2 yrs 10 mos
Morgan Stanley
June 2009 - September 2022 · 13 yrs 3 mos
Morgan StanleyBroker
June 2009 - September 2022 · 13 yrs 3 mos
Morgan Stanley & CO. Incorporated
April 2007 - June 2009 · 2 yrs 2 mos
Morgan Stanley & CO. IncorporatedBroker
April 2007 - June 2009 · 2 yrs 2 mos
Morgan Stanley
October 2005 - April 2007 · 1 yr 6 mos
Morgan Stanley Dw INC.Broker
October 2005 - April 2007 · 1 yr 6 mos
State Registrations3 states
LANYTX
Advisor
Exams
No exam information available for this advisor.