Evan Owen Michael Evans

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

• 08/2000 → 05/2017
  Student
  Chestertown, MD
• 06/2017 → 10/2019
  Northwestern Mutual Life Insurance Company
  Milwaukee, WI
• 11/2017 → 01/2023
  Northwestern Mutual Investment Services Llc
  Kng Of Prussia, PA
• 02/2018 → 10/2019
  Northwestern Mutual Wealth Management Company
  Milwaukee, WI
• 10/2019 → 01/2023
  Provenance Capital
  West Chester, PA
• 06/2022 → 01/2023
  Northwestern Mutual Wealth Management Company
  Milwaukee, WI
• 01/2023 → 11/2024
  Mml Investors Services, Llc
  Newtown Square, PA
• 01/2023 → 11/2024
  Registered Representative
  Newtown Square, PA
• 11/2024 → Present
  Onyx Bridge Wealth Group Llc
  Tarrytown, NY

Previous Registrations

• 2023-02-08 → 2024-11-15
  Mml Investors Services, Llc
  Newtown Square, PA
  West Chester, PA

Exams

• S63 Uniform Securities Agent State Law Examination
  2018-01-29

Designations

• Chartered Financial Consultant

Other Names

• Owen Michael Evans
• Owen Evans