Kevin Moody is a registered investment advisor at Onyx Bridge Wealth Group LLC, based in Rockville, MD, with 8 years of industry experience. Kevin 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
1101 Wootton Parkway, Suite 400, Rockville, MD, 20852
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Kevin is a Senior Investment Advisor at Eaglestone Wealth Advisors LLC, spending nearly full-time recommending suitable investment products and services. He also participates in fielding inbound inquiries for 1031 Exchange Solutions Inc., dedicating minimal time to this role.
Employment History
Current Registrations
Onyx Bridge Wealth Group LLC
Emerson Equity LLC
Emerson Equity LLCBroker
Previous Registrations
Eaglestone Wealth Advisors, INC.
Dai Securities, LLCBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations8 states
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