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Jeremy F Schlanger

Onyx Bridge Wealth Group LLC

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About Jeremy F Schlanger

Jeremy Schlanger is an Investment Advisor Representative at Onyx Bridge Wealth Group LLC. Jeremy has been in the industry for over 7 years and has experience working with clients of all types, including individuals, families, and businesses. Jeremy is committed to providing his clients with personalized financial advice and guidance to help them achieve their financial goals. Jeremy's previous experience includes working with Edward Jones and SAGEPOINT FINANCIAL, INC. Jeremy is a graduate of Texas A&M University and holds a Series 7, Series 66, and SIE.

Firm Information

Jeremy Schlanger 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.

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financial planning services

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

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

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

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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.

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fixed fees

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

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percentage of assets

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

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Jeremy Schlanger’s Registration & Firm History

NY

09/28/2022 - Present

Onyx Bridge Wealth Group LLC (TARRYTOWN NY)

TX

06/30/2017 - 09/02/2022

SAGEPOINT FINANCIAL, INC. (THE WOODLANDS TX)

TX

11/02/2015 - 03/22/2016

EDWARD JONES (THE WOODLANDS TX)

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Licenses & Designations

BOTH

Issued 11/20/2015

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/02/2015

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Jeremy F Schlanger.
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