Andrew Miles Rosman

Employer firm

Onepoint Bfg Wealth Partners CRD 318366

$15.1B regulatory AUM 27 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2009 → 11/2016
  Wells Fargo Advisors Llc
  Garden City, NY
• 11/2016 → 06/2022
  Wells Fargo Clearing Services, Llc
  Garden City, NY
• 08/2007 → 11/2016
  Wells Fargo Advisors
  Garden City, NY
• 07/2022 → 02/2024
  Lpl Financial, Llc
  Merrick, NY
• 07/2022 → Present
  Bleakley Financial Group, Llc Dba Onepoint Bfg Wealth Partners
  Merrick, NY

Previous Registrations

• 2007-10-05 → 2022-07-14
  Wells Fargo Clearing Services, Llc
  Garden City, NY
  Great Neck, NY
  Woodbury, NY

Other Businesses

1) Non-Variable Insurance - Andrew Rosman; Investment-Related; Merrick, NY; Insurance; Agent; 10/2007; 5 hrs/mo; 5 hrs/mo during securities trading hours; Duties are to sell fixed insurance products and life and disability insurance products. 2) 08/09/2022- Lyle's and Miles', LLC.- Not Investment Related- At Reported Business Location(s)- Business Entity For Tax/Investment Purposes Only- Start Date- 08/01/2022- 2 Hours Per Month/ 0 Hours During Securities Trading 3) Dressler, Rosman and Reynolds, LLC. Not investment-related. 36 Harriet Place Lynbrook NY 11563. Accounting and tax preparation firm. Position/Title: Partner, Part Owner. Start date 5/31/2024. 20 hours per month. Duties: Part owner and tax preparer.

Exams

• S66 Uniform Combined State Law Examination
  2007-10-04

Designations

• Certified Financial Planner

Other Names

• Drew Rosman
• Andrew Rosman