Daniel Reeves is a registered investment advisor at Onyx Bridge Wealth Group LLC, based in Tarrytown, NY, with 4 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
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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.
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Daniel works as a financial analyst at Eaglestone Wealth Advisors, spending about a quarter of his time meeting client needs and processing information. He is also a registered representative with Emerson Equity, spending nearly full-time hours actively monitoring the market and maintaining his book of business.
Employment History
Current Registrations
Onyx Bridge Wealth Group LLC
Emerson Equity LLC
Emerson Equity LLCBroker
Previous Registrations
Eaglestone Wealth Advisors, INC.
Dai Securities, LLCBroker
State Registrations2 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.