Joseph Madio
Joseph Madio is a registered investment advisor at Onyx Bridge Wealth Group LLC, based in Tarrytown, NY, with 18 years of industry experience. Joseph 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.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Joseph works as an Investment Adviser Representative for Onyx Bridge Wealth Bridge, dedicating full-time hours to investment management and financial planning. He also sells fixed/traditional insurance products through PKS Financial, spending minimal time on this activity.
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
State Registrations7 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.