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Employer firm

Blue Point Strategic Wealth Management, LLC CRD 166617

$17.0M regulatory AUM 44 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)

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

Current Employers
Blue Point Strategic Wealth Management, Llc

32-16 Broadway Ave, 2Nd Floor, Fair Lawn, NJ 07410 • United States

Current Registrations

AuthorityCategoryStatusDate
PR RA APPROVED 2018-01-31
NJ RA APPROVED 2018-01-18
  • PR RA
    APPROVED
    Since 2018-01-31
  • NJ RA
    APPROVED
    Since 2018-01-18

Branch Locations

32-16 Broadway Ave, 2Nd Floor, Fair Lawn, NJ 07410 • United States

Npa Asset Management, Llc

32-16 Broadway 2Nd Floor, Fair Lawn, NJ 07410 • United States

Current Registrations

AuthorityCategoryStatusDate
NJ RA APPROVED 2018-01-09
  • NJ RA
    APPROVED
    Since 2018-01-09

Branch Locations

32-16 Broadway 2Nd Floor, Fair Lawn, NJ 07410 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Nationwide Planning Associates, Inc. Fair Lawn NJ 11/1992 Present
Npa Asset Management, Llc Fair Lawn NJ 04/2004 Present
Blue Point Strategic Wealth Management, Llc Fair Lawn NJ 11/2012 Present
Previous Registrations
Other Businesses

1. INDEPENDENT INSURANCE AGENT THROUGH VARIOUS AGENCIES 2. DUALLY REGISTERED WITH NPA ASSET MANAGEMENT, LLC (04/2004) AND BLUE POINT STRATEGIC WEALTH MANAGEMENT, LLC (11/2012), 32-16 BROADWAY, 2ND FLOOR, FAIR LAWN, NJ 07410 3. 66 SOUTH PARAMUS ROAD, PARAMUS NJ 07652, NON-INVESTMENT RELATED, LAND PURCHASE FOR THE PURPOSE OF DEVELOPING IN THE FUTURE (02/2016). 4. BILTMORE REALTY CAPITAL, LLC, START DATE 8/10/2022, REAL ESTATE MANAGEMENT OF COMMERICAL PROPERTY LOCATED AT 32-16 BROADWAY, 2ND FLOOR FAIRLAWN, NJ, 07410 MANAGING PROPERTY HOA & OVERSIGHT OF BOOKKEEPING, NO COMPENSATION EXCEPT FOR RENTAL INCOME.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2004-12-23
S63 Uniform Securities Agent State Law Examination 1992-12-23
  • S66 Uniform Combined State Law Examination
    2004-12-23
  • S63 Uniform Securities Agent State Law Examination
    1992-12-23
Other Names
  • Mike Depol
  • Michael John Depol
  • Michael John Depol

View on SEC IAPD

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