Philip David Stroud
Investment adviser representative at Onepoint Bfg Wealth Partners
18 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
18 years in the industry.
- Onepoint Bfg Wealth PartnersApr 2026 to now
- Bleakley Financial Group dba Armstrong & Sinoff FinancialApr 2026 to now
- Bleakley Financial Group dba Onepoint Bfg Wealth PartnersApr 2026 to now
- Northwestern Mutual Wealth Management CompanySep 2023 to Apr 2026
- Adam P SinoffAug 2023 to Apr 2026
- Paul ArmstrongAug 2023 to Apr 2026
- Thomas GoesMar 2019 to Apr 2026
- Ryan KramerJun 2015 to Mar 2019
- Northwestern Mutual Investment Services, LLCDec 2008 to Apr 2026
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2008
- Series 66 · Uniform Combined State Law2009
State registrations
Registered as an investment adviser representative in 1 state (FL).
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
- 5554291
- Firm CRD
- 318366