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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nancy? Claim Your ProfileNancy Marie Tolli is an investment advisor representative associated with Onyx Bridge Wealth Group LLC. Nancy has been in the industry since April 6, 1997, and has held registrations with a number of prominent firms, including Morgan Stanley. Nancy is currently registered with the state of New York, and her registrations include series 3, 7, 9, 10, 31, 63 and 65 licenses. Onyx Bridge Wealth Group LLC is based in Tarrytown, New York and provides financial planning, pension consulting and portfolio management services for individuals and businesses.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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NY
01/15/2025 - Present
Onyx Bridge Wealth Group LLC (TARRYTOWN NY)
NY
06/01/2009 - 11/01/2021
MORGAN STANLEY (PURCHASE NY)
NY
04/02/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (PURCHASE NY)
NY
05/08/2000 - 04/02/2007
MORGAN STANLEY DW INC. (MT. KISKO NY)
NJ
12/01/1998 - 05/18/2000
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
NY
09/23/1996 - 05/18/1998
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
IA
Issued 05/13/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/25/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/19/2005
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 08/05/2005
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/16/2013
Series 3 - National Commodity Futures Examination
BC
Issued 07/14/2006
Series 31 - Futures Managed Funds Examination
BC
Issued 09/20/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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