Philip Allen Roberts
Investment adviser representative at Onepoint Bfg Wealth Partners
17 yearsExperience
1 stateRegistered in
$15.1BFirm assets
4 yearsFirm in business
Are you Philip Allen Roberts? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
17 years in the industry.
- Onepoint Bfg Wealth PartnersJun 2022 to now
- Bleakley Financial Group, LLCJun 2022 to now
- Private Advisor Group, LLCMay 2017 to Jun 2022
- Round Table Services, LLCJan 2009 to May 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law1996
- Series 66 · Uniform Combined State Law2008
State registrations
Registered as an investment adviser representative in 1 state (NJ).
Onepoint Bfg Wealth Partners
Legal name: Bleakley Financial Group, LLC
$15.1BAssets managed
8,647Clients
124Advisers
4 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2742658
- Firm CRD
- 318366