Nicholas Sutro
Nicholas Sutro is a registered investment advisor at Onyx Bridge Wealth Group LLC, based in Tarrytown, NY, with 20 years of industry experience. Nicholas 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 (1)
Customer Dispute
May 2008Other Business ActivitiesSells Insurance
Nicholas works full-time as a financial advisor at Onyx Bridge Wealth Group since 2022. He also works as an agent selling fixed/traditional insurance products since 2009, dedicating a few hours per week, and serves as a trustee on an investment account for his brother-in-law, spending minimal time on this.
Employment History
Current Registrations
Onyx Bridge Wealth Group LLC
Previous Registrations
Purshe Kaplan Sterling InvestmentsBroker
Morgan Stanley
Morgan StanleyBroker
Morgan Stanley & CO. Incorporated
Morgan Stanley & CO. IncorporatedBroker
Morgan Stanley
Morgan Stanley Dw INC.Broker
State Registrations3 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.