Alexis Shaw Miller
Investment adviser representative at Onepoint Bfg Wealth Partners
10 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
10 years in the industry.
- Onepoint Bfg Wealth PartnersJan 2026 to now
- Purshe Kaplan Sterling InvestmentsApr 2025 to now
- Bleakley Financial Group, LLC dba One Point Bfg Wealth PartnersFeb 2024 to now
- LPL FinancialJan 2024 to Apr 2025
- Stellar HealthFeb 2022 to Jan 2024
- Morgan Stanley & Co., LLCAug 2021 to Feb 2022
- Morgan StanleyJul 2016 to Aug 2021
Exams passed
- Series 63 · Uniform Securities Agent State Law2024
- Series 65 · Uniform Investment Adviser Law2026
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
- 6486799
- Firm CRD
- 318366