Unclaimed Profile

Craig Barry Weiss

BLEAKLEY FINANCIAL GROUP, LLC·FAIRFIELD, New Jersey

SIE, Series 4, Series 7, Series 9, Series 10, Series 14, Series 24, Series 52TO, Series 53, Series 63, Series 66, Series 79TO, Series 99TOClean record13 years registeredBLEAKLEY FINANCIAL GROUP, LLC

100 PASSAIC AVENUE, FAIRFIELD, NJ 07004CRD# 2354195Firm CRD# 318366

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Craig Barry Weiss · FAIRFIELD, NJ

Registration

CRD #2354195 · BLEAKLEY FINANCIAL GROUP, LLC · 13 years registered

Brand Profile

Not yet started

Career History

ONEPOINT BFG WEALTH PARTNERS

Apr 2024 – present

SUMMIT FINANCIAL, LLC

Dec 2018 – Apr 2024

PARSIPPANY, NJ

SUMMIT FINANCIAL RESOURCES INC

Jul 2017 – Sep 2018

PARSIPPANY, NJ

SUMMIT EQUITIES INC

Jun 2017 – Dec 2018

PARSIPPANY, NJ

GRANITE SPRINGS ASSET MANAGEMENT, LLC

Sep 2016 – Jul 2017

SUMMIT, NJ

MSI FINANCIAL SERVICES, INC.

Jul 2016 – Sep 2016

SOMERSET, NJ

COMPREHENSIVE CAPITAL MANAGEMENT, INC.

Jul 2014 – Jun 2016

PARSIPPANY, NJ

J.P. MORGAN SECURITIES LLC

Dec 2012 – Jul 2013

MORRISTOWN, NJ

Registrations & Exams

FINRA examinations passed

SIE

Series 4

Series 7

Series 9

Series 10

Series 14

Series 24

Series 52TO

Series 53

Series 63

Series 66

Series 79TO

Series 99TO

Registration record

First registered · December 12, 2012

Years registered · 13

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

BLEAKLEY FINANCIAL GROUP, LLC

CRD 318366 · SEC 801-123232

AUM

$9.2B

Regulatory assets under management

Employees

158

22,440 client accounts

Services offered by BLEAKLEY FINANCIAL GROUP, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Pension consulting

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Charitable organization or education services

Other

Client types served by the firm

Per Form ADV

Individuals

Pension & Retirement Plans

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at BLEAKLEY FINANCIAL GROUP, LLC →

Introduction

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Frequently Asked Questions

What services does Craig Barry Weiss offer?

Craig Barry Weiss specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management. Contact their office in FAIRFIELD, New Jersey for a consultation.

What are Craig Barry Weiss's credentials?

Craig Barry Weiss is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Craig Barry Weiss located?

Craig Barry Weiss is based in FAIRFIELD, New Jersey, working with BLEAKLEY FINANCIAL GROUP, LLC. Their office serves clients in the FAIRFIELD metropolitan area and surrounding communities.

How does Craig Barry Weiss charge for services?

Craig Barry Weiss's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is BLEAKLEY FINANCIAL GROUP, LLC?

BLEAKLEY FINANCIAL GROUP, LLC has approximately 158 employees and manages $9.2B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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