Allen
Duros

Onyx Bridge Wealth Group LLC

CRD#6411486
Investment Advisor
in Tarrytown, NY

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About this Advisor

Allen Duros is a financial advisor based in Tarrytown, New York, working with Onyx Bridge Wealth Group LLC. Allen has previously worked at Edward Jones, Merrill Lynch, Pierce, Fenner & Smith, Bank Of America, N.A, and Onyx Bridge Wealth Group. Allen has passed the Series 66 regulatory exam and is registered to provide services in Indiana. Currently, Allen is part of Onyx Bridge Wealth Group LLC, which has 8 offices and 28 employees. The firm manages $1.0 billion in assets and serves both charitable organizations and high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, and educational seminars. The fee structure at Onyx Bridge Wealth Group LLC includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 66, CERTIFIED FINANCIAL PLANNER™

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

120 White Plains Road Suite 115
Tarrytown, NY 10591

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Onyx Bridge Wealth Group LLC Brokerage Details

Total Assets Under Management

$1,000,901,317

NY Average: $7,464,549,021
Total Number of Employees

28

NY Average: 88
Total Number of Accounts

3,852

NY Average: 3,892
Average Account Size

$259,839

NY Average: $1,917,921

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops

Allen Duros Work History

2024 - Present (1 year)

Onyx Bridge Wealth Group

2021 - 2024 (3 years)

Bank Of America, N.A

2020 - 2024 (4 years)

Merrill Lynch, Pierce, Fenner & Smith

2014 - 2020 (6 years)

Edward Jones

Disclosures

Please visit the SEC profile of Allen Duros to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Onyx Bridge Wealth Group LLC

Jeremy Schlanger
Tarrytown, NY
Paul Maynor
Dover, DE
Allen Duros
Tarrytown, NY
David Ringler
Tarrytown, NY
Brandon Place
Tarrytown, NY
Alan Tocman
Tarrytown, NY
Marshall Gilman
Tarrytown, NY
Raymond Wilson
Conshohocken, PA

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER® in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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