Brandon H. Place
Professional summary
Brandon H Place, who also goes by Brandon H Place, Brandon Howard Place, Brandon Place, is a registered financial advisor currently at ONYX BRIDGE WEALTH GROUP LLC located in Tarrytown, New York.
Brandon is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2017. Brandon has worked at 3 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Brandon H Place's CRS (Customer Relationship Summary).
Certified licenses
Experience
October 19, 2023 - Present
ONYX BRIDGE WEALTH GROUP LLC
Office #1: 120 White Plains Road Suite 115, Tarrytown, NY 10591February 19, 2021 - October 24, 2023
MORGAN STANLEY
February 19, 2021 - October 24, 2023
MORGAN STANLEY
November 21, 2017 - February 22, 2021
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
October 11, 2017 - February 22, 2021
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Primary Firm SEC Registration
ONYX BRIDGE WEALTH GROUP LLC
CRD#: 306097 / SEC#: 801-118022
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(10/19/2023)
Exams
Current Firm
ONYX BRIDGE WEALTH GROUP LLC
CRD#: 306097 / SEC#: 801-118022
Contact information
SEC notice filing (24 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 3,852 |
| AUM (Assets Under Management) | $ 1,000,901,317 |
Red Flags
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