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Raymond Christopher Wilson

Onyx Bridge Wealth Group LLC

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About Raymond Christopher Wilson

Raymond Wilson is a financial advisor with Onyx Bridge Wealth Group LLC. Raymond has been in the industry since 2022, and is registered with the Securities and Exchange Commission (SEC) and Financial Industry Regulatory Authority (FINRA). Raymond is a Series 7, Series 66 and SIE licensed financial advisor. Raymond provides financial planning, portfolio management and pension consulting services for individuals and businesses. Raymond is also an insurance agent for MassMutual Life Insurance Company and MML Investors Services, LLC.

Firm Information

Raymond Wilson 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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Raymond Wilson’s Registration & Firm History

PA

12/04/2024 - Present

Onyx Bridge Wealth Group LLC (Conshohocken PA)

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Licenses & Designations

BOTH

Issued 10/12/2022

Series 66 - Uniform Combined State Law Examination

BC

Issued 08/29/2022

Series 7TO - General Securities Representative Examination

BC

Issued 03/16/2022

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Raymond Christopher Wilson.
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