TrueAdvisor
TrueAdvisor
EE
ChFC
EE
ChFC

Evan Owen Michael Evans

Onyx Bridge Wealth Group LLC
7 Years of Experience
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
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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Employment History
Current Registrations
Onyx Bridge Wealth Group LLC
November 2024 - Present · 1 yr 3 mos
Previous Registrations
MML Investors Services, LLC
February 2023 - November 2024 · 1 yr 9 mos
MML Investors Services, LLCBroker
January 2023 - November 2024 · 1 yr 10 mos
Northwestern Mutual Investment Services, LLCBroker
January 2018 - January 2023 · 5 yrs
State Registrations1 state
PA
Advisor
Exams
No exam information available for this advisor.