Charles P Young
Investment adviser representative at Onepoint Bfg Wealth Partners
12 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
12 years in the industry.
- Purshe Kaplan Sterling InvestmentsApr 2025 to now
- Onepoint Bfg Wealth PartnersJul 2022 to now
- Bleakly Financial Group dba One Point Bfg Wealth PartnersJun 2022 to now
- LPL Financial LLCMay 2021 to Apr 2025
- Private Advisor Group, LLCMay 2021 to Jun 2022
- UnemployedJul 2020 to May 2021
- The Falcon Financial Group, LLCMar 2020 to Jul 2020
- Equitable AdvisorsMar 2019 to Mar 2020
- UnemployedJun 2018 to Mar 2019
- Greenberg & Rapp, LLCJun 2017 to Aug 2017
- Country Club ServicesJun 2015 to Jan 2017
- Muhlenberg CollegeSep 2014 to May 2018
Exams passed
- Series 66 · Uniform Combined State Law2019
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
- 6820456
- Firm CRD
- 318366