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.
Jeremy F Schlanger
- Title
- Private Wealth Advisorreportedonyxbridge.comfirm site, Sep 15, 2026
- Professional profile
- onyxbridge.com/our-team/jeremy-schlangerreportedonyxbridge.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.
- Onyx Bridge Wealth Group LLC independent RIA currentsince Sep 28, 2022 · Tarrytown, Ny
- Sagepoint Financial, Inc. formerJun 30, 2017 to Sep 2, 2022 · The Woodlands, Tx
- Edward Jones national BDJan 15, 2016 to Mar 22, 2016 · The Woodlands, Tx
- Sagepoint Financial, Inc. to Onyx Bridge Wealth Group LLCleft Sep 2, 2022, registered Sep 28, 2022 (26 days) · Affiliated broker-dealer or bank to independent RIA
- Edward Jones to Sagepoint Financial, Inc.left Mar 22, 2016, registered Jun 30, 2017 (465 days) · Other
- Jeremy F Schlanger left Sagepoint Financial, Inc. for Onyx Bridge Wealth Group Llc (registered 2022-09-28)Sep 2, 2022 · Advisor changed firm · fact
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.
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Independent wealth managerderived
- Years in industry
- 10derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address