Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nicholas? Claim Your ProfileNicholas Sutro is a financial advisor and registered representative with Onyx Bridge Wealth Group LLC. He is registered to provide investment advisory services in Louisiana, New York and Texas. He has been in the industry for over 17 years and holds Series 3, 7, 31 and 66 licenses. He has prior experience with Morgan Stanley and Morgan Stanley Smith Barney. In addition to his role with Onyx Bridge Wealth Group LLC, Nicholas Sutro is also a fixed insurance agent and a trustee on an investment account for his brother-in-law.
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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2
NY
09/02/2022 - Present
Onyx Bridge Wealth Group LLC (White Plains NY)
NY
06/01/2009 - 09/30/2022
MORGAN STANLEY (Purchase NY)
NY
04/02/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (PURCHASE NY)
NY
10/12/2005 - 04/02/2007
MORGAN STANLEY DW INC. (MT. KISKO NY)
BOTH
Issued 10/28/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/27/2005
Series 3 - National Commodity Futures Examination
BC
Issued 11/08/2005
Series 31 - Futures Managed Funds Examination
BC
Issued 10/11/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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