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Nicholas Sutro

Onyx Bridge Wealth Group LLC
20 Years of Experience
White Plains, NY
1 DisclosureSells Insurance
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Nicholas Sutro is a registered investment advisor at Onyx Bridge Wealth Group LLC, based in White Plains, NY, with 20 years of industry experience. Nicholas 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
—
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Location

White Plains, NY

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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 · 4 yrs 1 mo
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

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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