View the full library of our Financial Insights, Blog, Market Commentary, Firm News, and more.
Leading retail investment advisory firm and independent broker/dealer LPL Financial LLC, a wholly owned subsidiary of LPL Financial Holdings Inc. (NASDAQ:LPLA), today announced that it is providing custodial and broker-dealer services to Bleakley Financial Group (Bleakley), an independent financial advisory firm.
Read moreAfter 30 years at Northwestern Mutual, advisor Andy Schwartz announced last week that he’d left to form an independent RIA, Bleakley Financial Group. Joining him in the Fairfield, N.J.-based practice is his brother, Scott Schwartz, and two other partners. Their team, which managed $3 billion at Northwestern, now uses LPL’s hybrid platform and registers as an RIA under Private Advisor Group.
Read moreWe presented the annual New Jersey SEEDS Golf & Tennis Classic on Monday, August 3, 2015.
Read moreFive Star Wealth Manager recognizes Frank Lepore of Bleakley Financial Group for professional excellence with the Five Star Wealth Manager Award.
Read moreOn Monday, August 4, 2014 New Jersey SEEDS and Bleakley will host SEEDS’ 20th Annual Golf & Tennis Classic.
Read moreOn Monday, August 5th, 2013 Bleakley will sponsor the Annual Golf & Tennis Classic benefiting New Jersey SEEDS for the 16th consecutive year.
Read more“The trading room will provide the students with more of a real-life experience. So much of college is theoretical. This is an opportunity to see the real world, watch the markets real time,” - Scott Schwartz
Read moreThe opinions in the CNBC appearances and market updates calls are for general information only and are not intended to provide specific advice or recommendations for any individual. All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be invested into directly. The opinions expressed in this material do not necessarily reflect the views of LPL Financial. The economic forecasts set forth in this material may not develop as predicted and there can be no guarantee that strategies promoted will be successful. Bonds are subject to market and interest risk if sold prior to maturity. Bond values will decline as interest rates rise and bonds are subject to availability and change in price. Peter Boockvar is solely an investment advisor representative of Bleakley Financial Group, LLC, and not affiliated with LPL Financial.
Archived content consists of material while operating under Private Advisor Group as a registered investment advisor prior to Bleakley Financial Group, LLC transitioning to operate as an independent registered investment adviser.
Investment advisory and financial planning services offered through Bleakley Financial Group, LLC, an SEC registered investment adviser.
The Bleakley Financial Advisors associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
You are under no obligation to use the services of any strategic partner and may choose any qualified professional to provide CPA, legal, tax services. Bleakley Financial Group does not provide legal, tax, or accounting advice or services. Please consult your legal advisor regarding your specific situation.
Insurance products and services are offered through various insurance agents and/or agencies. Insurance products and services are not a deposit, not FDIC insured, not guaranteed by a bank, not insured by any federal government agency, and may go down in value. Not all insurance products and services are available in all states. Investment advisory services offered through Bleakley Financial Group, LLC.
Websites linked are not under the control of Bleakley Financial Group, LLC and it is not responsible for, nor does it certify or endorse, the content of any linked site. Links are provided for educational and information purposes only.
Privacy Notice I ADV Part 2A I Brochure ADV Part 2A I Wrap Brochure I BCP