Raymond Wilson
Onyx Bridge Wealth Group · Tarrytown, New York
Raymond Wilson is a fee-only financial advisor at Onyx Bridge Wealth Group in Tarrytown, New York. Raymond focuses on family wealth transfer, estate & legacy planning and small business owners. Onyx Bridge Wealth Group reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Who they serve
- Multi-generational families
Facts
| Firm | Onyx Bridge Wealth Group |
|---|---|
| Based in | Tarrytown, New York |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Accepting new clients | Yes |
| Assets under management | $1.37B across 4,450 accounts |
| SEC registration | Investment adviser representative in NJ, PA · CRD 7361441 |
| Exams passed | Series 66 (2022) |
| Firm size | 32 employees |
| Disclosures | None reported |
| Website | www.onyxbridge.com |
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Questions about Raymond
Is Raymond Wilson a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Raymond holds no broker registration, and Onyx Bridge Wealth Group reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Raymond charge for financial advice?
Raymond's firm, Onyx Bridge Wealth Group, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Raymond Wilson based?
Raymond Wilson is based in Tarrytown, New York.
What does Raymond specialize in?
Raymond's specialties include family wealth transfer, estate & legacy planning and small business owners. Raymond works with multi-generational families.
Is Raymond Wilson registered with the SEC?
Yes. Raymond Wilson is registered as an investment adviser representative in NJ and PA (CRD 7361441), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Onyx Bridge Wealth Group manage?
Onyx Bridge Wealth Group reports $1.37B across 4,450 accounts in assets under management.
How do I contact Raymond Wilson?
Through Raymond's website, www.onyxbridge.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Onyx Bridge Wealth Group website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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