Stephanie Ann Poche

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

• 09/2005 → 01/2019
  Foresters Equity Services, Inc.
  San Diego, CA
• 04/2019 → 01/2021
  Elite Investment Team, Llc
  San Diego, CA
• 01/2021 → 02/2022
  Onyx Bridge Wealth Group Llc
  Tarrytown, NY
• 01/2021 → Present
  Onyx Bridge Wealth Group Llc
  Tarrytown, NY

Previous Registrations

• 2019-04-02 → 2021-01-06
  Elite Investment Team Llc
  San Diego, CA
• 2015-01-13 → 2018-12-13
  Foresters Equity Services, Inc.
  San Diego, CA
  San Diego, CA
  San Diego, CA

Exams

• S65 Uniform Investment Adviser Law Examination
  2014-12-29
• S63 Uniform Securities Agent State Law Examination
  2007-08-27

Other Names

• Stephanie Ann Kuvelas