Cynthia-Elaine
Schlanger

Onyx Bridge Wealth Group LLC

CRD#5767772
Investment Advisor
in Spring, TX

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About this Advisor

Cynthia-Elaine Schlanger is a financial advisor who works in Spring, Texas with 1 year of relevant experience. Schlanger is an advisor for Onyx Bridge Wealth Group LLC. Throughout their career, Schlanger has worked at Gfs Wealth Management, Sagepoint Financial, Onyx Bridge Wealth Group LLC, Save Advisers LLC and Harman Wealth Management. Schlanger has Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and can operate in Texas. Onyx Bridge Wealth Group LLC is a financial advisory company operating out of Tarrytown, NY. The firm has offices in six locations and a total of 18 financial advisors. It manages $469 million in assets under management across its 2,608 customer accounts, making it one of the bigger firms in the nation by assets under management. The firm serves three charities and foundations. Of its 2,608 accounts, just 9% are held by high-net-worth individuals who have more than $1 million in investable assets. The firm has a number 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 typically are based on which service is offered. Fees billed by Onyx Bridge Wealth Group LLC may include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

1 year

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

Spring, TX

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Onyx Bridge Wealth Group LLC Brokerage Details

Total Assets Under Management

$468,864,572

TX Average: $7,464,549,021
Total Number of Employees

18

TX Average: 88
Total Number of Accounts

2,608

TX Average: 3,892
Average Account Size

$179,779

TX Average: $1,917,921

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

Cynthia-Elaine Schlanger Work History

Cynthia-Elaine has been registered as a financial advisor for 1 years.*

2022 - Present (2 years)

Onyx Bridge Wealth Group LLC

2019 - 2022 (3 years)

Save Advisers LLC

2015 - 2019 (4 years)

Harman Wealth Management

2013 - 2015 (2 years)

Harman Wealth Management

2010 - 2013 (3 years)

Gfs Wealth Management

2010 - 2022 (12 years)

Sagepoint Financial

*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 Cynthia-Elaine Schlanger 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

David Ringler
Tarrytown, NY
Paul Maynor
Dover, DE
David Herrman
Tarrytown, NY
Alan Tocman
Tarrytown, NY
Jeremy Schlanger
Spring, TX
Daniel O'Shea
Tarrytown, NY
Nicholas Sutro
Tarrytown, NY

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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