Invested Better
Unclaimed

Unclaimed

Unclaimed

Allen Robert Duros

Onyx Bridge Wealth Group LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Allen? Claim Your Profile

About Allen Robert Duros

Allen Duros is a financial advisor with Onyx Bridge Wealth Group LLC, with over 10 years of experience in the industry. Allen is a Certified Financial Planner™ professional and is registered with the state of Indiana. Allen holds the Series 7, Series 66, and SIE licenses and is also a licensed insurance agent. Allen offers a variety of financial services, including financial planning, portfolio management for businesses and individuals, and pension consulting. Onyx Bridge Wealth Group LLC is a Registered Investment Advisor based in Tarrytown, New York, and has offices across the United States. Allen’s experience and qualifications make him a valuable resource for individuals and families seeking financial guidance.

Firm Information

Allen Duros is currently registered with Onyx Bridge Wealth Group LLC. Onyx Bridge Wealth Group LLC is an investment advisor based in Tarrytown, NY. The firm has 15 licensed agents, 15 investment adviser representatives, and 7 registered representatives. Onyx Bridge Wealth Group LLC manages approximately $815,684,357 in assets and provides financial planning, pension consulting, selection of other advisers, portfolio management for businesses, and portfolio management for individuals. The firm primarily serves high-net-worth individuals, pension and profit-sharing plans, corporations or other businesses, and individuals other than high-net-worth. Onyx Bridge Wealth Group LLC participates in a wrap fee program.
Onyx Bridge Wealth Group LLC

120 WHITE PLAINS ROAD

TARRYTOWN, NY 10591

$815.68M

Assets Under Management

25

Total Clients

14

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Allen Duros’s Registration & Firm History

NY

12/02/2024 - Present

Onyx Bridge Wealth Group LLC (TARRYTOWN NY)

IN

12/16/2014 - 12/08/2020

EDWARD JONES (MCCORDSVILLE IN)

Not sure if Allen Robert Duros is right for you?

Licenses & Designations

BOTH

Issued 03/06/2015

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/16/2014

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

C

Cboe BYX Exchange, Inc.

C

Cboe BZX Exchange, Inc.

C

Cboe Exchange, Inc.

F

FINRA

I

Investors' Exchange LLC

N

Nasdaq Stock Market

N

New York Stock Exchange

Disclosures

There are no public disclosures for Allen Robert Duros.
Not sure if Allen Robert Duros is right for you?