DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

The names on this page are hidden. Create a free account and they fill in. No card, and every figure, date and source on this page is public either way.

Registered advisor

N•••• M•••• T••••

O••• B••••• W••••• G•••• L••independent RIATarrytown, NyIA-onlyIAPD 2203861

Feed of 09/14/2026

Also filed as N•••• M T••••

At current firm

1 y

since Jan 15, 2025

In the industry

29 y

since Oct 25, 1996 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S63, S65

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Professional profile

what the firm itself publishes, with the page it was read from

Years, as the firm states: 30reportedonyxbridge.com“Nancy Tolli has over 30 years of experience in financial services, providing clients with strategic guidance in financial planning and investment management.”
Professional profile: onyxbridge.com/our-team/nancy-tollireportedonyxbridge.comfirm site, Sep 15, 2026

Only business contact points the firm published under its own name are shown; nothing is inferred, and personal accounts are never read. What the bio page says is printed as the firm printed it, with the sentence it came from; years are the firm’s claim, not a count of registrations.

Registration history

IAPD current and previous registrations

O••• B••••• W••••• G•••• L•• independent RIA current
since Jan 15, 2025 · Tarrytown, Ny
F••••••• P••••••• A•• W•••••••• A••••••• former
Dec 17, 2021 to Jan 14, 2025 · Yonkers, Ny
M••••• S•••••• wirehouse
Jun 1, 2009 to Nov 1, 2021 · Purchase, Ny
M••••• S•••••• • C•• L•• unclassified
Apr 2, 2007 to Jun 1, 2009 · Purchase, Ny
M••••• S•••••• D• I••• unclassified
May 16, 2005 to Apr 2, 2007 · Mt Kisco, Ny

Moves

a registration end followed by a registration begin elsewhere

F••••••• P••••••• A•• W•••••••• A••••••• to O••• B••••• W••••• G•••• L••
left Jan 14, 2025, registered Jan 15, 2025 (1 days) · Affiliated broker-dealer or bank to independent RIA
M••••• S•••••• to F••••••• P••••••• A•• W•••••••• A•••••••
left Nov 1, 2021, registered Dec 17, 2021 (46 days) · Wirehouse to affiliated broker-dealer or bank
M••••• S•••••• • C•• L•• to M••••• S••••••
left Jun 1, 2009, registered Jun 1, 2009 (0 days) · corporate re-registration, not a move
M••••• S•••••• D• I••• to M••••• S•••••• • C•• L••
left Apr 2, 2007, registered Apr 2, 2007 (0 days) · corporate re-registration, not a move

Signals

N•••• M•••• T•••• left F••••••• P••••••• A•• W•••••••• A••••••• for O••• B••••• W••••• G•••• L•• (registered 2025-01-15)
Jan 14, 2025 · Advisor changed firm · fact

Transition signals

Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.

Provenance

Source: IAPD individual compilation feedreportedadviserinfo.sec.gov
Firm class: Independent wealth managerderived
Years in industry: 29derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address