Brian T Toole

CFP · ChFC

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

300 Kimball Drive, Suite 310, Parsippany, NJ, 07054

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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

March 2025 - Present · 11 mos

Previous Registrations

Northwestern Mutual Investment Services,llc

February 2018 - January 2022 · 3 yrs 11 mos

Northwestern Mutual Investment Services, LLCBroker

December 2017 - April 2025 · 7 yrs 4 mos

State Registrations2 states

NJVA

Advisor

Exams

No exam information available for this advisor.