Marshall H. Gilman

ONYX BRIDGE WEALTH GROUP LLC

Bardonia, NY 10954

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CRD#: 2357964

Professional summary

Marshall Holt Gilman is a registered financial advisor currently at ONYX BRIDGE WEALTH GROUP LLC located in Bardonia, New York.

Marshall is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1993. Marshall has worked at 10 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

1. FIXED INSURANCE SALES- 455 Route 304, Bardonia, NY 10954 - 10/2013 START - NIR - FIXED INSURANCE SALES - DETERMINE CLIENTS NEEDS FOR LIFE, HEALTH, LTC, P&C, DISABILITY INSURANCE AND MAKE RECOMMENDATIONS - PRIVATE CORP - 50 HRS/MO TRADING 2. CONSULTING - 455 Route 304, Bardonia, NY 10954 - 2011 START DATE - NIR - BUSINESS RE ORGANIZATION CONSULTING - PRIVATE CORP - 0 HRS/MO TRADING 3. IAR ONYX BRIDGE WEALTH GROUP - INVESTMENT RELATED BUSINESS - 120 White Plains Road, Suite 115 Tarrytown, NY 10591 - 80 HRS PER MONTH

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Marshall Holt Gilman's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

October 13, 2022 - Present

ONYX BRIDGE WEALTH GROUP LLC

Office #1: 455 Route 304, Bardonia, NY 10954

RIA

CRD#: 306097

Bardonia, NY

Past

March 20, 2021 - November 7, 2022

FORESIGHT WEALTH MANAGEMENT, LLC

RIA

CRD#: 153881

Bardonia, NY

Past

March 22, 2017 - August 10, 2018

PURSHE KAPLAN STERLING INVESTMENTS

CRD#: 35747

Hauppauge, NY

Past

October 10, 2013 - September 7, 2016

SSN ADVISORY, INC.

RIA

CRD#: 126090

HAUPPAUGE, NY

Past

October 7, 2013 - March 14, 2017

SECURITIES SERVICE NETWORK, LLC

CRD#: 13318

KNOXVILLE, TN

Past

September 8, 2004 - October 9, 2013

PARK AVENUE SECURITIES LLC

CRD#: 46173

WOODBURY, NY

Past

November 1, 1995 - January 1, 2002

ROBERT W. BAIRD & CO. INCORPORATED

CRD#: 8158

MILWAUKEE, WI

Past

November 1, 1995 - September 2, 2004

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

CRD#: 2881

MILWAUKEE, WI

Past

August 26, 1993 - October 5, 1995

METROPOLITAN LIFE INSURANCE COMPANY

CRD#: 4095

NEW YORK, NY

Past

August 26, 1993 - October 5, 1995

MSI FINANCIAL SERVICES, INC.

CRD#: 14251

SPRINGFIELD, MA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

ONYX BRIDGE WEALTH GROUP LLC

CORNERSTONE WEALTH MANAGEMENT | THE GILMAN FINANCIAL GROUP | ONYX BRIDGE WEALTH GROUP LLC | JMC EMPIRE, LLC

CRD#: 306097 / SEC#: 801-118022

RIA

Registered Investment Advisory firm - (2/6/2020 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

New York
(10/13/2022)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 5/19/2009

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 8/27/1993

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 8/10/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 2/20/2007

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 8/25/1993

Investment Company Products/Variable Contracts Representative Examination

Current Firm

ONYX BRIDGE WEALTH GROUP LLC

CORNERSTONE WEALTH MANAGEMENT | THE GILMAN FINANCIAL GROUP | ONYX BRIDGE WEALTH GROUP LLC | JMC EMPIRE, LLC

CRD#: 306097 / SEC#: 801-118022

RIA

Registered Investment Advisory firm - (2/6/2020 Approved)

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Contact information

Main Address

120 White Plains Road Suite 115, Tarrytown, NY 10591

Mailing Address

Phone number

(914) 909-6699

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (24 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A AND 2A APP 1 - WRAP BROCHURE (9/16/2025)

Regulatory assets under management

Total Number of Accounts	3,852
AUM (Assets Under Management)	$ 1,000,901,317

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Marshall H. Gilman

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Marshall Holt Gilman's CRS (Customer Relationship Summary).

Certified licenses

Experience

FORESIGHT WEALTH MANAGEMENT, LLC

PURSHE KAPLAN STERLING INVESTMENTS

SSN ADVISORY, INC.

SECURITIES SERVICE NETWORK, LLC

PARK AVENUE SECURITIES LLC

ROBERT W. BAIRD & CO. INCORPORATED

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

METROPOLITAN LIFE INSURANCE COMPANY

MSI FINANCIAL SERVICES, INC.

Primary Firm SEC Registration

ONYX BRIDGE WEALTH GROUP LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 5/19/2009

Series 63

Date: 8/27/1993

SIE

Date: 8/10/2018

Series 7

Date: 2/20/2007

Series 6

Date: 8/25/1993

Current Firm

ONYX BRIDGE WEALTH GROUP LLC

Contact information

SEC notice filing (24 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

ONYX BRIDGE WEALTH GROUP LLC

TRUST BUT VERIFY

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