Marshall Gilman
Marshall Gilman is a ChFC-designated registered investment advisor at Onyx Bridge Wealth Group LLC, based in Port St. Lucie, FL, with 29 years of industry experience. Marshall 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
Port St. Lucie, FL
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Regulatory History (2)
Customer Dispute
September 2014Customer Dispute
August 2010Other Business ActivitiesSells Insurance
Marshall sells fixed insurance products, including life, health, long-term care, property & casualty, and disability insurance, dedicating about a quarter of his time to this. He also provides business reorganization consulting and works as an Investment Advisor Representative (IAR) with Onyx Bridge Wealth Group, spending about half his time on this.
Employment History
Current Registrations
Onyx Bridge Wealth Group LLC
Previous Registrations
Foresight Wealth Management, LLC
Purshe Kaplan Sterling InvestmentsBroker
Ssn Advisory, INC.
Securities Service Network, INC.Broker
Park Avenue Securities LLCBroker
Northwestern Mutual Investment Services, LLCBroker
Robert W. Baird & CO. IncorporatedBroker
Metlife Securities INC.Broker
Metropolitan Life Insurance CompanyBroker
State Registrations4 states
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.