Daniel James Reeves
Investment adviser representative at Onyx Bridge Wealth Group LLC
11 yearsExperience
1 stateRegistered 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
11 years in the industry.
- Onyx Bridge Wealth Group LLCSep 2025 to now
- Emerson Equity LLCMay 2023 to now
- Eaglestone Wealth Advisors, Inc.Jan 2021 to Sep 2025
- Unemployed Due To CovidApr 2020 to Dec 2020
- Bethesda Soccer ClubJun 2019 to Mar 2020
- Umd Division of Student Affairs - Office of Dev. & External Rel.Feb 2019 to Feb 2020
- University of MarylandAug 2015 to Dec 2018
- Umd Men's Soccer CampJun 2015 to Jul 2018
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 1 state (MD).
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
- 7325963
- Firm CRD
- 306097