David Lawrence Mandelbaum

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

• 04/2012 → 06/2020
  Omega Advisors
  New York, NY
• 06/2022 → Present
  Bleakley Financial Group, Llc
  Weston, CT
• 06/2020 → 06/2022
  Private Advisor Group, Llc
  Weston, CT

Previous Registrations

• 2020-06-22 → 2022-07-20
  Private Advisor Group, Llc
  Weston, CT
  Westport, CT
  Morristown, NJ

Exams

• S65 Uniform Investment Adviser Law Examination
  2020-06-22
• S63 Uniform Securities Agent State Law Examination
  1998-11-10

Other Names

• David L Mandelbaum