Unclaimed Profile

Peter David Boockvar

BLEAKLEY FINANCIAL GROUP, LLC·FAIRFIELD, New Jersey

Series 7, Series 63, Series 65Clean record11 years registeredBLEAKLEY FINANCIAL GROUP, LLC

100 PASSAIC AVENUE, FAIRFIELD, NJ 07004CRD# 2551482Firm CRD# 318366

Profile Verification

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

Identity

Peter David Boockvar · FAIRFIELD, NJ

Registration

CRD #2551482 · BLEAKLEY FINANCIAL GROUP, LLC · 11 years registered

Brand Profile

Not yet started

Career History

ONEPOINT BFG WEALTH PARTNERS

Jun 2022 – present

PRIVATE ADVISOR GROUP, LLC

Jan 2018 – Jul 2022

Fairfield, NJ

ADVISORY SERVICES NETWORK

Jul 2015 – Jan 2018

SYOSSET, NY

Registrations & Exams

FINRA examinations passed

Series 7

Series 63

Series 65

Registration record

First registered · July 7, 2015

Years registered · 11

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 Peter David Boockvar offer?

Peter David Boockvar specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management. Contact their office in FAIRFIELD, New Jersey for a consultation.

What are Peter David Boockvar's credentials?

Peter David Boockvar is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Peter David Boockvar located?

Peter David Boockvar 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 Peter David Boockvar charge for services?

Peter David Boockvar'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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