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MM

Matthew E. Mccarter

ONYX BRIDGE WEALTH GROUP LLC
Exton, PA 19341
Some features on this profile are disabled
CRD#: 2436111
MM

Professional summary

Matthew Eugene Mccarter, who also goes by Matt Mccarter, Matthew E Mccarter, is a registered financial advisor currently at ONYX BRIDGE WEALTH GROUP LLC located in Exton, Pennsylvania.

Matthew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1994. Matthew has worked at 11 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Matt Mccarter | Matthew E Mccarter

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Matthew Eugene Mccarter'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

January 11, 2026 - Present

ONYX BRIDGE WEALTH GROUP LLC

Office #1: 120 Arrandale, Exton, PA 19341
RIA
CRD#: 306097
Exton, PA
Past

October 27, 2025 - January 12, 2026

REGAL INVESTMENT ADVISORS LLC

RIA
CRD#: 125004
Exton, PA
Past

December 2, 2022 - January 12, 2026

REGULUS FINANCIAL GROUP, LLC

BD
CRD#: 150631
Exton, PA
Past

March 24, 2014 - November 30, 2022

FARMERS FINANCIAL SOLUTIONS, LLC

BD
CRD#: 103863
CHESTER SPRINGS, PA
Past

April 20, 2004 - September 11, 2012

ALLSTATE FINANCIAL SERVICES, LLC

BD
CRD#: 18272
COLLEGEVILLE, PA
Past

February 24, 2003 - April 29, 2004

HORNOR, TOWNSEND & KENT, LLC

BD
CRD#: 4031
CONSHOHOCKEN, PA
Past

February 16, 1999 - January 3, 2003

NEW ENGLAND SECURITIES

BD
CRD#: 615
NEW YORK, NY
Past

August 13, 1996 - February 16, 1999

GUARDIAN INVESTOR SERVICES LLC

BD
CRD#: 6635
NEW YORK, NY
Past

August 14, 1995 - August 5, 1996

SIMON SECURITIES, INC.

BD
CRD#: 16746
COLLINGSWOOD, NJ
Past

April 29, 1994 - July 31, 1995

WS GRIFFITH SECURITIES, INC.

BD
CRD#: 10410
HARTFORD, CT
Past

January 18, 1994 - April 29, 1994

1717 CAPITAL MANAGEMENT COMPANY

BD
CRD#: 4082
NEWARK, DE

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".
OB
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
Pennsylvania
(1/11/2026)

Exams

State Security Law Exam
IAR
Series 65
Date: 10/27/2025
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 1/4/1995
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 12/17/2003
General Securities Representative Examination
General Industry/Product Exam
RR
Series 6
Date: 1/17/1994
Investment Company Products/Variable Contracts Representative Examination

Current Firm

OB
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
28

SEC notice filing (22 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

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 Accounts3,852
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.

Company Information

ONYX BRIDGE WEALTH GROUP LLC

CRD#: 306097Exton, PA 19341

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