Raymond Wilson is a registered investment advisor at Onyx Bridge Wealth Group LLC, based in Tarrytown, NY, with 3 years of industry experience. Raymond 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
Raymond works as an insurance agent, selling individual life, property and casualty (P&C), long-term care (LTC), and fixed annuities. This activity takes a few hours per week.
Employment History
Current Registrations
Onyx Bridge Wealth Group LLC
Previous Registrations
MML Investors Services, LLC
MML Investors Services, LLCBroker
State Registrations2 states
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