Unclaimed Profile

Stephanie Ann Poche

ONYX BRIDGE WEALTH GROUP LLC·TARRYTOWN, New York

Clean recordONYX BRIDGE WEALTH GROUP LLC

120 WHITE PLAINS ROAD, TARRYTOWN, NY 10591CRD# 5046799Firm CRD# 306097

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Stephanie Ann Poche · TARRYTOWN, NY

Registration

CRD #5046799 · ONYX BRIDGE WEALTH GROUP LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Stephanie Ann Poche is a registered financial advisor based in TARRYTOWN, New York, affiliated with ONYX BRIDGE WEALTH GROUP LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Wealth Management

Client Types

Individuals

High Net Worth Individuals

Introduction

Speak with Stephanie

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Stephanie is the right fit? Take our 2-minute quiz →

Firm Overview

Firm

ONYX BRIDGE WEALTH GROUP LLC

AUM

$816M

Regulatory assets under management

Employees

Total firm employees

View all advisors at ONYX BRIDGE WEALTH GROUP LLC →

Services

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Background

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Regulatory

SEC/IARD CRD# 5046799

Firm CRD# 306097

View on FINRA BrokerCheck →

Looking for a financial advisor in TARRYTOWN?

Browse all registered financial advisors in TARRYTOWN, New York or claim this profile if it's yours.

Browse TARRYTOWN Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Stephanie Ann Poche offer?

Stephanie Ann Poche specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in TARRYTOWN, New York for a consultation.

What are Stephanie Ann Poche's credentials?

Stephanie Ann Poche is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Stephanie Ann Poche located?

Stephanie Ann Poche is based in TARRYTOWN, New York, working with ONYX BRIDGE WEALTH GROUP LLC. Their office serves clients in the TARRYTOWN metropolitan area and surrounding communities.

How does Stephanie Ann Poche charge for services?

Stephanie Ann Poche's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is ONYX BRIDGE WEALTH GROUP LLC?

ONYX BRIDGE WEALTH GROUP LLC has approximately 24 employees and manages $816M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →