About Bleakley Financial Group
For more than 30 years, the Bleakley Financial Group team* has been providing customized financial planning and wealth management services to a diverse array of clients across the country. As an independent firm, we pride ourselves on delivering personalized guidance to fit the goals and lifestyle needs of each customer.
With more than three decades of experience, our state-of-the-art financial planning comes with a personal touch. Our team consists of more than 100 investment professionals, from financial advisors and research assistants to client support associates.
Comprehensive Financial Planning and Wealth Management.
Bleakley has created a collaborative culture of innovation and excellence that's unmatched in the industry. At Bleakley Financial, you're our top priority, and we're committed to turning your financial vision into reality.
*The Bleakley Financial Team has been providing wealth management services since 1985 within various firms. Bleakley Financial Group, LLC was founded in 2015.
See Disclosures
General Information
Firm Start Year
1985
No. of Employees
100-499
CRD#
4695659
Firm CRD#
318366
Insurance License#
CA License #0F11615
Name of Broker/Dealer
LPL Financial
Name of Custodial Firm
LPL Financial, Charles Schwab, Pershing, and Fidelity
Years of Experience in Financial Services
21
Number of Years with Current Firm
18
Advisory Services Provided
Insurance Products & Annuities, Financial Planning, Portfolio Management, Retirement Planning, Wealth Management, Risk Management, Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management
Compliance
Registered Investment Advisor
Yes
Registered Representative
Yes
Investment Advisor Representative
Yes
Qualifications & Membership
Securities Licenses
Series 6, Series 7, Series 65, Series 66
Insurance and Annuity Licenses
Long Term Care, Variable Life, Variable Annuity, Disability, Annuity, Health, Life
Firm Information
Assets Managed by Firm
9,000,000,000
Compensation and Fees
Fee Structure
Fee-Based
Minimum Portfolio Size for New Managed Accounts
$250,000
Compensation Methods
Flat Fee
Minimum Fee Charged for Managed Accounts
.25
Education
Bachelors of Science - Business
Montclair State University
09/01/1999 -05/01/2003
Disclosures
Additional Detailed Disclosures
https://www.financialplanners.net/disclosure/1884570/financialplanners-Bleakley-Financial-Group-detailed-disclosure.html
Disclaimer
Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Bleakley Financial Group, a registered investment adviser and separate entity from LPL Financial. The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.