Unclaimed Profile

Stephanie Ann Poche

ONYX BRIDGE WEALTH GROUP LLC·TARRYTOWN, New York

SIE, Series 6, Series 26, Series 51, Series 63, Series 65Clean record11 years registeredONYX 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 · 11 years registered

Brand Profile

Not yet started

Career History

ONYX BRIDGE WEALTH GROUP LLC

Jan 2021 – present

ELITE INVESTMENT TEAM LLC

Apr 2019 – Jan 2021

SAN DIEGO, CA

FORESTERS EQUITY SERVICES, INC.

Jan 2015 – Dec 2018

SAN DIEGO, CA

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 26

Series 51

Series 63

Series 65

Registration record

First registered · January 13, 2015

Years registered · 11

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

ONYX BRIDGE WEALTH GROUP LLC

CRD 306097 · SEC 801-118022

AUM

$816M

Regulatory assets under management

Employees

3,517 client accounts

Services offered by ONYX BRIDGE WEALTH GROUP LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at ONYX BRIDGE WEALTH GROUP LLC →

Introduction

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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.

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