Daniel O'shea
Daniel O'shea is a registered investment advisor at Onyx Bridge Wealth Group LLC, based in Tarrytown, NY, with 27 years of industry experience. Daniel 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
Get directionsHistory
Regulatory History (2)
Employment Separation After Allegations
November 2000Customer Dispute
May 2000Other Business ActivitiesSells Insurance
Daniel is an Investment Adviser Representative at Onyx Bridge Wealth Group, dedicating about a quarter of his time to portfolio management. He also works as an agent selling fixed/traditional insurance products through PKS Financial and Fixed Insurance, spending minimal time on each, and is the President of Ardsley Engine Company, a volunteer fire department.
Employment History
Current Registrations
Onyx Bridge Wealth Group LLC
Purshe Kaplan Sterling InvestmentsBroker
Previous Registrations
Private Client Services, LLCBroker
Ameriprise Financial Services, LLC.
Ameriprise Financial Services, LLCBroker
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
Wachovia Securities, LLCBroker
Dean Witter Reynolds INC.Broker
May, Davis Group INC.Broker
State Registrations8 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.