Alexis Shaw Miller

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

• 07/2016 → 08/2021
  Morgan Stanley
  New York, NY
• 08/2021 → 02/2022
  Morgan Stanley & Co., Llc
  New York, NY
• 02/2022 → 01/2024
  Stellar Health
  New York, NY
• 01/2024 → 04/2025
  Lpl Financial
  Fairfield, NJ
• 02/2024 → Present
  Bleakley Financial Group, Llc Dba One Point Bfg Wealth Partners
  Parsippany, NJ
• 04/2025 → Present
  Purshe Kaplan Sterling Investments
  Albany, NY

Previous Registrations

• 2020-05-18 → 2021-09-02
  Morgan Stanley
  Purchase, NY
  New York, NY
  New York, NY

Other Businesses

1) Bleakley Financial Group DBA One Point BFG Wealth Partners. Investment-related. At registered location. RIA. Director of Investment Research. 02/2024. 160 hrs/month. 160 hrs during trading hrs. Service clients.

Exams

• S65 Uniform Investment Adviser Law Examination
  2026-01-16
• S63 Uniform Securities Agent State Law Examination
  2024-06-14