Bleakley Financial Group, LLC

Bleakley Financial Group, LLC (CRD# 318366) is a financial advisory firm headquartered in Fairfield, NJ. They manage $9,176,052,784 in 22,440 accounts and serve the financial needs of clients across 53 states (or territories).

By the Numbers
  • Total Assets Under Management
    9,176
    MILLION
  • Total Number of Accounts
    22,440
    ACCOUNTS
  • Average Account Value
    $408,915
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
The map below shows states where this firm has explicit registration only.

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

Financial Advisors at Bleakley Financial Group, LLC
Showing 21 - 30 of 70 top financial advisors.
21
Jonathan Guerrieri
CRD#: 6207418
100 Passaic Avenue, Suite 300, Fairfield, NJ 07004

Jonathan Guerrieri (CRD# 6207418) is an Investment Advisor Representative working at Bleakley Financial Group, LLC in Fairfield, NJ and has over 9 years of experience in the finance industry.

22
Julie M. Hetland
CRD#: 4364295
7365 Kirkwood Court North, Suite 330, Maple Grove, MN 55369

Julie Hetland (CRD# 4364295) is an Investment Advisor Representative working at Bleakley Financial Group, LLC in Maple Grove, MN and has over 23 years of experience in the finance industry.

23
Kevin L. Hittinger
CRD#: 2060350
514 Fullerton Avenue, Whitehall, PA 18052

Kevin Hittinger (CRD# 2060350) is an Investment Advisor Representative working at Bleakley Financial Group, LLC in Whitehall, PA and has over 33 years of experience in the finance industry.

24
Anthony K. Holden
CRD#: 4954722
100 Passaic Avenue, Suite 300, Fairfield, NJ 07004

Anthony Holden (CRD# 4954722) is an Investment Advisor Representative working at Bleakley Financial Group, LLC in Fairfield, NJ and has over 18 years of experience in the finance industry.

25
Khagendra Kattel
CRD#: 6147194
100 Passaic Avenue, Suite 300, Fairfield, NJ 07004

Khagendra Kattel (CRD# 6147194) is an Investment Advisor Representative working at Bleakley Financial Group, LLC in Fairfield, NJ and has over 10 years of experience in the finance industry.

26
Robert U. Kohn
CRD#: 6316830
100 Passaic Avenue, Suite 300, Fairfield, NJ 07004

Robert Kohn (CRD# 6316830) is an Investment Advisor Representative working at Bleakley Financial Group, LLC in Fairfield, NJ and has over 7 years of experience in the finance industry.

27
Stephen A. Kuhn
CRD#: 3072736
Mechanicsburg, PA

Stephen Kuhn (CRD# 3072736) is an Investment Advisor Representative working at Bleakley Financial Group, LLC in Mechanicsburg, PA and has over 24 years of experience in the finance industry.

28
Francis N. Lepore
CRD#: 4695659
100 Passaic Avenue, Suite 300, Fairfield, NJ 07004

Francis Lepore (CRD# 4695659) is an Investment Advisor Representative working at Bleakley Financial Group, LLC in Fairfield, NJ and has over 16 years of experience in the finance industry.

29
Joshua L. Lewis
CRD#: 6263596
100 Passaic Avenue, Suite 300, Fairfield, NJ 07004

Joshua Lewis (CRD# 6263596) is an Investment Advisor Representative working at Bleakley Financial Group, LLC in Fairfield, NJ and has over 10 years of experience in the finance industry.

30
Mary G. Lundstrom
CRD#: 4496912
East Greenwich, RI

Mary Lundstrom (CRD# 4496912) is an Investment Advisor Representative working at Bleakley Financial Group, LLC in East Greenwich, RI and has over 21 years of experience in the finance industry.

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