Philip Roberts, financial advisor Fairfield NJ

Philip Roberts

CRD Number: 2742658
Current Firm: Bleakley Financial Group, LLC

Philip Roberts (CRD# 2742658) is an Investment Advisor Representative working at Bleakley Financial Group, LLC in Fairfield, NJ and has over 27 years of experience in the finance industry.

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Origin Investment Advisory LLC
Company Name Location Dates Years
Bleakley Financial Group, LLC Fairfield, NJ Jun 2022 - Current 1
Private Advisor Group, LLC Morristown, NJ May 2017 - Jun 2022 5
Round Table Services, LLC Westfield, NJ Jan 2009 - May 2017 8
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 1996
S66 NASAA Uniform Combined State Law Examination Mar 2008
Contact Info for Philip A. Roberts
Phone Number: (973) 575-4180
Registered State(s):
  • FL
  • GA
  • NJ
  • NY
By the Numbers
  • Total Assets Under Management
    7,454
    MILLIONS
  • Total Number of Accounts
    20,633
    ACCOUNTS
  • Average Account Value
    $361,285
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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