Alan Neal Tocman
Investment adviser representative at Onyx Bridge Wealth Group LLC
13 yearsExperience
6 statesRegistered in
$1.4BFirm assets
6 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
13 years in the industry.
- Onyx Bridge Wealth Group LLCJul 2021 to now
- Purshe Kaplan Sterling InvestmentsApr 2021 to now
- Onyxbridge Wealth GroupMar 2020 to now
- Private Client ServicesMar 2020 to Mar 2021
- Ameriprise Financial Services, Inc.Dec 2013 to Feb 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law2004
- Series 65 · Uniform Investment Adviser Law2011
State registrations
Registered as an investment adviser representative in 6 states (FL, MA, NH, NJ, NY, TX).
Onyx Bridge Wealth Group LLC
$1.4BAssets managed
1,846Clients
22Advisers
6 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4821425
- Firm CRD
- 306097