David Andrew Schwartz
Investment adviser representative at Onepoint Bfg Wealth Partners
11 yearsExperience
1 stateRegistered in
$15.1BFirm assets
4 yearsFirm in business
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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
11 years in the industry.
- Purshe Kaplan Sterling InvestmentsApr 2025 to now
- Onepoint Bfg Wealth PartnersJun 2022 to now
- Bleakley Financial Group, LLCJun 2022 to now
- Private Advisor Group, LLCApr 2015 to Jun 2022
- LPL Financial, LLCFeb 2015 to Apr 2025
Exams passed
- Series 63 · Uniform Securities Agent State Law2010
- Series 65 · Uniform Investment Adviser Law2015
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
- 5389281
- Firm CRD
- 318366