Unclaimed Profile

Scott David Schwartz

BLEAKLEY FINANCIAL GROUP, LLC·FAIRFIELD, New Jersey

SIE, Series 7, Series 63, Series 66CFPClean record23 years registeredBLEAKLEY FINANCIAL GROUP, LLC

100 PASSAIC AVENUE, FAIRFIELD, NJ 07004CRD# 1315182Firm CRD# 318366

Profile Verification

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

Identity

Scott David Schwartz · FAIRFIELD, NJ

Registration

CRD #1315182 · BLEAKLEY FINANCIAL GROUP, LLC · 23 years registered

Brand Profile

Not yet started

Career History

ONEPOINT BFG WEALTH PARTNERS

Jun 2022 – present

PRIVATE ADVISOR GROUP, LLC

Dec 2014 – Jul 2022

FAIRFIELD, NJ

NORTHWESTERN MUTUAL INVESTMENT SERVICES,LLC

Oct 2007 – Feb 2015

FAIRFIELD, NJ

NORTHWESTERN MUTUAL WEALTH MANAGEMENT COMPANY

Jan 2003 – Apr 2007

MILWAUKEE, WI

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 63

Series 66

Registration record

First registered · January 27, 2003

Years registered · 23

Professional designation · CFP

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

Speak with Scott

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Scott is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in FAIRFIELD?

Browse all registered financial advisors in FAIRFIELD, New Jersey or claim this profile if it's yours.

Browse FAIRFIELD Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Scott David Schwartz offer?

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

What are Scott David Schwartz's credentials?

Scott David Schwartz holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Scott David Schwartz located?

Scott David Schwartz 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 Scott David Schwartz charge for services?

Scott David Schwartz'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.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →