Alexis Macias is a registered investment advisor, based in Parsippany, NJ, with 2 years of industry experience.
Location
300 Kimball Drive, Suite 310, Parsippany, NJ, 07054
Get directionsHistory
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.
Learn about disclosures →Other Business Activities
Alexis is the Director of Operations at Bleakley Financial Group, a Registered Investment Advisor (RIA). This role is investment-related and takes nearly full-time hours.
Employment History
Current Registrations
Purshe Kaplan Sterling InvestmentsBroker
April 2025 - Present · 1 yr
Onepoint Bfg Wealth Partners
June 2024 - Present · 1 yr 10 mos
Previous Registrations
LPL Financial LLCBroker
October 2023 - April 2025 · 1 yr 6 mos
State Registrations1 state
NJ
AdvisorBrokerBoth
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.