Nancy Tolli is a registered investment advisor at Onyx Bridge Wealth Group LLC, based in Tarrytown, NY, with 28 years of industry experience. Nancy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Investment Management, and 2 more. Their firm serves 1,654 clients with $1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Onyx Bridge Wealth Group offers investment management through a wrap fee program. Please see their Wrap Fee Program Brochure for details on fees and compensation.
Location
120 White Plains Road, Suite 115, Tarrytown, NY, 10591
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Onyx Bridge Wealth Group LLC
Previous Registrations
Fidelity Personal and Workplace Advisors
Fidelity Brokerage Services LLCBroker
Morgan Stanley
Morgan StanleyBroker
Morgan Stanley & CO. Incorporated
Morgan Stanley & CO. IncorporatedBroker
Morgan Stanley
Morgan Stanley Dw INC.Broker
Painewebber IncorporatedBroker
Prudential Securities IncorporatedBroker
State Registrations1 state
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