RW
RW

Raymond Christopher Wilson

3 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

Raymond works as an insurance agent, selling individual life, property and casualty (P&C), long-term care (LTC), and fixed annuities. This activity takes a few hours per week.

Employment History
Current Registrations
Onyx Bridge Wealth Group LLC
December 2024 - Present · 1 yr 2 mos
Previous Registrations
MML Investors Services, LLC
October 2022 - December 2024 · 2 yrs 2 mos
MML Investors Services, LLCBroker
August 2022 - December 2024 · 2 yrs 4 mos
State Registrations1 state
PA
Advisor
Exams
No exam information available for this advisor.