Marshall
Gilman
Onyx Bridge Wealth Group LLC
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About this Advisor
Marshall Gilman is a chartered financial consultant who works in Nanuet, New York who has 1 year of relevant experience. Gilman currently works for Onyx Bridge Wealth Group LLC. Their career trajectory has included roles at Guardian Life Insurance Company, Park Avenue Securities, Securities Service Network, Inc, Ssn Advisory, Inc, Onyx Bridge Wealth Group, Foresight Wealth Management, LLC and Purshe Kaplan Sterling Investments. Gilman holds Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is able to operate in New York. Onyx Bridge Wealth Group LLC is a company that has its headquarters in Tarrytown, NY. The firm has offices in six locations and a total of 18 financial advisors. It oversees $469 million in total assets across its 2,608 accounts, placing it among the larger financial advisory firms in the United States by assets under management. The firm provides services to three charitable organizations. Of its 2,608 customer accounts, just 9% are associated with high-net-worth investors who have more than $1 million in assets. Onyx Bridge Wealth Group LLC has a diverse range of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. Fees charged by financial advisors largely are based on which service is provided. Fee types charged by Onyx Bridge Wealth Group LLC most likely consist of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Onyx Bridge Wealth Group LLC Brokerage Details
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/assets@2x.png)
$468,864,572
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/employees@2x.png)
18
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2,608
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$179,779
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
Marshall Gilman Work History
Marshall has been registered as a financial advisor for 1 years.*
Onyx Bridge Wealth Group
Purshe Kaplan Sterling Investments
Foresight Wealth Management, LLC
Securities Service Network, Inc
Ssn Advisory , Inc
Park Avenue Securities
Guardian Life Insurance Company
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Marshall Gilman to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Onyx Bridge Wealth Group LLC
Dover, DE
Tarrytown, NY
Tarrytown, NY
Tarrytown, NY
Spring, TX
Spring, TX
Tarrytown, NY
Tarrytown, NY
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