Richard Louis Leimgruber

Employer firm

Onyx Bridge Wealth Group LLC CRD 306097

$1.37B regulatory AUM 2 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 04/2003 → 09/2021
  Ameriprise Financial Services, Inc.
  Valhalla, NY
• 09/2021 → Present
  Onyx Bridge Wealth Group Llc
  Tarrytown, NY
• 10/2021 → 07/2024
  Purshe Kaplan Sterling Investments
  Albany, NY
• 12/2005 → 06/2018
  Feghan And Associates
  Valhalla, NY

Previous Registrations

• 2013-11-08 → 2021-09-20
  Ameriprise Financial Services, Llc
  New York, NY
  Valhalla, NY

Other Businesses

1) Fixed/Traditional Insurance; Investment Related; 120 White Plains Rd, Ste 115, Tarrytown, NY; Agent; Start Date 10/2021; Appx hours/month: 4; Hours during trading: 4; Duties: Sales 2) RLL Endeavor Corp; Not investment related; Start date 10/2023; 220 Highview Street, Mamaroneck NY 10543; approximate hours 10 hours per month; duties: formed to manage income from business for tax purposes - S Corp. 3) Enrich Your Life; Podcast; Investment Related; Start Date 11/2024; Approx. 5 hrs per month; General education of investments and finance, no specific recommendations

Exams

• S65 Uniform Investment Adviser Law Examination
  2013-11-07
• S63 Uniform Securities Agent State Law Examination
  1997-03-05