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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Richard? Claim Your ProfileRichard Leimgruber is an Investment Advisor Representative with Onyx Bridge Wealth Group LLC in Tarrytown, New York. Richard has over 20 years of experience in the financial services industry. Richard is a licensed investment advisor representative in the states of New York and Washington.
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
09/16/2021 - Present
Onyx Bridge Wealth Group LLC (TARRYTOWN NY)
NY
10/26/2021 - 07/18/2024
PURSHE KAPLAN STERLING INVESTMENTS (Tarrytown NY)
NY
04/28/2003 - 09/20/2021
AMERIPRISE FINANCIAL SERVICES, LLC (VALHALLA NY)
MN
04/28/2003 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
MN
04/05/2001 - 04/02/2003
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
04/05/2001 - 04/02/2003
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
CT
01/16/1998 - 05/18/1999
W. S. GRIFFITH & CO., INC. (HARTFORD CT)
NJ
10/15/1996 - 01/09/1998
PRUCO SECURITIES CORPORATION (NEWARK NJ)
IA
Issued 11/07/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/05/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/28/2001
Series 7 - General Securities Representative Examination
BC
Issued 10/14/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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