Adam D Puskar

Bleakley Financial Group, LLC

7 Years of Experience

View SEC Summary

Areas of Practice

Investment ManagementRetirement PlanningFinancial Planning & CoachingHigh Net Worth

Bleakley Financial Group, LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

84 advisors

Number of Clients

6,850 clients

Average Client Portfolio

$1.5M average

Assets Under Management

$10.1B

Fee Structure

Location

514 Fullerton Avenue, Whitehall, PA, 18052

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History

Regulatory History

Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Employment History

Current Registrations

Onepoint Bfg Wealth Partners

June 2022 - Present · 3 yrs 8 mos

Previous Registrations

Private Advisor Group, LLC

April 2021 - July 2022 · 1 yr 3 mos

Merrill Lynch, Pierce, Fenner & Smith Incorporated

August 2013 - September 2016 · 3 yrs 1 mo

Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker

June 2013 - September 2016 · 3 yrs 3 mos

State Registrations2 states

NJPA

Advisor

Exams

No exam information available for this advisor.