Stephanie Poche (CRD# 5046799) is an Investment Advisor Representative working at Onyx Bridge Wealth Group LLC in Tarrytown, NY and has over 16 years of experience in the finance industry.
CRD# 1420183
Financial Life Focus, LLC
CRD# 2708116
Park Avenue Securities LLC
CRD# 5146297
Origin Investment Advisory LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Onyx Bridge Wealth Group LLC | Tarrytown, NY | Jan 2021 - Current | 3 |
Onyx Bridge Wealth Group LLC | Tarrytown, NY | Jan 2021 - Feb 2022 | 1 |
Elite Investment Team, LLC | San Diego, CA | Apr 2019 - Jan 2021 | 1 |
Foresters Equity Services, Inc. | San Diego, CA | Sep 2005 - Jan 2019 | 13 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Aug 2007 |
S65 | NASAA Investment Advisors Law Examination | Dec 2014 |
- CA
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Total Assets Under Management816MILLIONS
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Total Number of Accounts3,517ACCOUNTS
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Average Account Value$231,926
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
CA, CO, CT, DC, DE, FL, GA, LA, MA, MD, NC, NH, NJ, NV, NY, PA, SC, TN, TX, UT, VA, WA
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