Unclaimed Profile

Richard Lewis Zack

BLEAKLEY FINANCIAL GROUP, LLC·FAIRFIELD, New Jersey

SIE, Series 4, Series 7, Series 24, Series 28, Series 63, Series 65, Series 99TOClean record12 years registeredBLEAKLEY FINANCIAL GROUP, LLC

100 PASSAIC AVENUE, FAIRFIELD, NJ 07004CRD# 2651386Firm CRD# 318366

Profile Verification

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

Identity

Richard Lewis Zack · FAIRFIELD, NJ

Registration

CRD #2651386 · BLEAKLEY FINANCIAL GROUP, LLC · 12 years registered

Brand Profile

Not yet started

Career History

MACK & CO. PARTNERS, LP

Apr 2024 – present

BLEAKLEY FINANCIAL GROUP, LLC

Mar 2022 – Feb 2024

FAIRFIELD, NJ

PRIVATE ADVISOR GROUP, LLC

Nov 2021 – Mar 2022

Blue Bell, PA

WAINWRIGHT INVESTMENT COUNSEL LLC

Dec 2013 – Oct 2021

Blue Bell, PA

Registrations & Exams

FINRA examinations passed

SIE

Series 4

Series 7

Series 24

Series 28

Series 63

Series 65

Series 99TO

Registration record

First registered · December 9, 2013

Years registered · 12

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 Richard Lewis Zack offer?

Richard Lewis Zack specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management. Contact their office in FAIRFIELD, New Jersey for a consultation.

What are Richard Lewis Zack's credentials?

Richard Lewis Zack is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Richard Lewis Zack located?

Richard Lewis Zack 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 Richard Lewis Zack charge for services?

Richard Lewis Zack'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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