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).
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Total Assets Under Management9,176MILLION
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Total Number of Accounts22,440ACCOUNTS
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Average Account Value$408,915
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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
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
Michael Klein (CRD# 6281153) is an Investment Advisor Representative working at Bleakley Financial Group, LLC in Fairfield, NJ and has over 4 years of experience in the finance industry.
David Mandelbaum (CRD# 3095666) is an Investment Advisor Representative working at Bleakley Financial Group, LLC in Fairfield, NJ and has over 25 years of experience in the finance industry.
John Patterson (CRD# 2420638) is an Investment Advisor Representative working at Bleakley Financial Group, LLC in Fairfield, NJ and has over 22 years of experience in the finance industry.
Dante Petullo (CRD# 7249245) is an Investment Advisor Representative working at Bleakley Financial Group, LLC in Fairfield, NJ and has 1 year of experience in the finance industry.
David Roberts (CRD# 5720715) is an Investment Advisor Representative working at Bleakley Financial Group, LLC in Fairfield, NJ and has over 12 years of experience in the finance industry.
Robert Schwartz (CRD# 6349132) is an Investment Advisor Representative working at Bleakley Financial Group, LLC in Fairfield, NJ and has over 2 years of experience in the finance industry.
Joseph Sreshta (CRD# 1262499) is an Investment Advisor Representative working at Bleakley Financial Group, LLC in Houston, TX and has over 38 years of experience in the finance industry.
Lyle Weintraub (CRD# 2356306) is an Investment Advisor Representative working at Bleakley Financial Group, LLC in Fairfield, NJ and has over 30 years of experience in the finance industry.
Charles Young (CRD# 6820456) is an Investment Advisor Representative working at Bleakley Financial Group, LLC in Fairfield, NJ and has over 4 years of experience in the finance industry.