Carlos Manuel Noriega
Investment adviser representative at Onepoint Bfg Wealth Partners
14 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$15.1BFirm assets
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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
14 years in the industry.
- Purshe Kaplan Sterling InvestmentsSep 2025 to now
- Onepoint Bfg Wealth PartnersAug 2025 to now
- Bleakley Financial Group dba Onepoint Bfg Wealth PartnersAug 2025 to now
- Morgan StanleyMar 2019 to Jul 2025
- Dumont Recreation Soccer ClubJul 2017 to Jul 2018
- Foresters Financial Services, Inc.Mar 2013 to Mar 2019
- Foresters Advisory Services, LLCAug 2012 to Mar 2019
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1998
- Series 65 · Uniform Investment Adviser Law2009
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
- 3091070
- Firm CRD
- 318366