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Nancy Marie Tolli

Onyx Bridge Wealth Group LLC

Tarrytown, NY

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Current Employers
Onyx Bridge Wealth Group Llc

120 White Plains Road Suite 115, Tarrytown, NY 10591 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2025-01-15
  • NY RA
    APPROVED
    Since 2025-01-15

Branch Locations

120 White Plains Road Suite 115, Tarrytown, NY 10591 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Morgan Stanley Purchase NY 06/2009 01/2025
Fidelity Brokerage Services Llc Jacksonville FL 10/2021 01/2025
Onyx Bridge Wealth Group Llc Tarrytown NY 01/2025 Present
Previous Registrations
  • 2021-12-17 → 2025-01-14
    Fidelity Personal And Workplace Advisors
    Yonkers, NY
  • 2009-06-01 → 2021-11-01
    Morgan Stanley
    Purchase, NY
  • 2007-04-02 → 2009-06-01
    Morgan Stanley & Co. Llc
    Purchase, NY
    Mt. Kisko, NY
  • 2005-05-16 → 2007-04-02
    Morgan Stanley Dw Inc.
    Mt Kisco, NY
    Mt. Kisko, NY
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2005-05-13
S63 Uniform Securities Agent State Law Examination 1996-10-25
  • S65 Uniform Investment Adviser Law Examination
    2005-05-13
  • S63 Uniform Securities Agent State Law Examination
    1996-10-25
Other Names
  • Nancy M Tolli

View on SEC IAPD

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Other Investors

THOMAS PALLOGUDIS
MARC A MIRABELLA
STEVEN SWISTAK
BRUCE P FOGWELL
James Henry Booth
DEBORAH S BECKER
Douglas Richard Strahle
Dylan Tuttle

Other Offices

PARK AVENUE SECURITIES LLC · TARRYTOWN, NY
FIFTH THIRD WEALTH ADVISORS LLC · Tarrytown, NY
BROWNSON, REHMUS & FOXWORTH, INC. · Tarrytown, NY
CITIZENS PRIVATE WEALTH · TARRYTOWN, NY
THE CAPITAL PRESERVE, INC. · TARRYTOWN, NY
MARTONE CAPITAL MANAGEMENT, INC. · TARRYTOWN, NY
AMERIPRISE FINANCIAL SERVICES, LLC · Tarrytown, NY
DISCIPLINE WEALTH SOLUTIONS, INC. · TARRYTOWN, NY

More in Tarrytown, NY

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