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Paul Randall Maynor

Onyx Bridge Wealth Group LLC

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About Paul Randall Maynor

Paul Randall Maynor is a financial advisor with Onyx Bridge Wealth Group LLC. Paul has over 20 years of experience in the financial services industry. Paul is a Registered Representative (Series 7 and Series 63) and holds the Series 65 license, which allows him to provide investment advice to individuals and businesses. Onyx Bridge Wealth Group LLC provides investment advisory and financial planning services. They serve individuals, families, and businesses with a wide range of financial needs. The firm offers a variety of services, including retirement planning, college savings planning, and estate planning.

Firm Information

Paul Maynor 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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Paul Maynor’s Registration & Firm History

DE

09/07/2022 - Present

Onyx Bridge Wealth Group LLC (Dover DE)

PA

03/14/2014 - 03/25/2021

AMERIPRISE FINANCIAL SERVICES, LLC (PLYMOUTH MEETING PA)

PA

04/08/2013 - 01/20/2014

USA FINANCIAL SECURITIES CORPORATION (WEST CHESTER PA)

PA

07/08/2010 - 04/16/2013

LINCOLN FINANCIAL ADVISORS CORPORATION (KENNETT SQUARE PA)

DE

06/04/2007 - 03/25/2010

PARK AVENUE SECURITIES LLC (WILMINGTON DE)

PA

03/01/2010 - 03/16/2010

FINANCIAL NETWORK INVESTMENT CORPORATION (CONSHOHOCKEN PA)

DE

12/04/2002 - 06/04/2007

METLIFE SECURITIES INC. (NEWARK DE)

DE

12/04/2002 - 06/04/2007

METROPOLITAN LIFE INSURANCE COMPANY (NEWARK DE)

DE

04/05/1999 - 01/02/2003

1717 CAPITAL MANAGEMENT COMPANY (NEWARK DE)

MN

09/20/1996 - 01/26/1999

ASCEND FINANCIAL SERVICES, INC. (ST. PAUL MN)

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Licenses & Designations

IA

Issued 09/11/1996

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 09/11/1996

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/14/2000

Series 7 - General Securities Representative Examination

BC

Issued 09/19/1996

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are 3 public disclosures for Paul Randall Maynor. Review regulatory record here.
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