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. 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#
6281153
Firm CRD#
318366
Insurance License#
19185005
Name of Broker/Dealer
LPL Financial
States Licensed in
NY, NJ, MO, PA, FL, VA
Years of Experience in Financial Services
12
Number of Years with Current Firm
12
Work with the following types of clients
Businesses, Individual Investors
Advisory Services Provided
Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses, Legal Advice and Services, Risk Management, Financial Advice & Consulting, Investment Advice & Management, Estate Planning & Trusts, Insurance Products & Annuities, Financial Planning, Money Management, Wealth Management, 401K Rollovers, Retirement Planning, Portfolio Management
Compliance
Registered Investment Advisor
Yes
Registered Representative
Yes
Investment Advisor Representative
Yes
Acknowledged fiduciary
Yes
Compliance Disclosures in Last 5 years
I have a clean record
Criminal Disclosures in Last 5 years
I have a clean record
Qualifications & Membership
Certifications, Accreditations & Designations
CFP®
Securities Licenses
Series 7, Series 66
Insurance and Annuity Licenses
Variable Life, Accident, Disability, Life, Health, Annuity, Long Term Care, Variable Annuity
Firm Information
Assets Managed by Firm
7,454,388,626
Advisor's Number of Clients
300
Assets Managed by Advisor
$250,000,000
Compensation and Fees
Fee Structure
Fee-Based
Minimum Portfolio Size for New Managed Accounts
$250,000
Compensation Methods
Flat Fee, Based on Assets
Education
Bachelors -
Mount Saint Mary College
08/2010 -05/2014
Disclosures
Additional Detailed Disclosures
https://www.financialplanners.net/disclosure/1892022/financialplanners-Bleakley-Financial-Group-detailed-disclosure.html
Disclaimer
Advisors associated with Bleakley Financial Group, LLC may be: (1) registered representatives with, and securities offered through LPL Financial, Member FINRA/SIPC, (2) registered representatives with, and securities offered through LPL Financial, Member FINRA/SIPC and investment advisor representatives of Bleakley Financial Group, LLC; or (3) solely investment advisor representatives of Bleakley Financial Group, LLC, and not affiliated with LPL Financial. Investment advice offered through Bleakley Financial Group, LLC, a registered investment advisor and separate entity from LPL Financial.