Lyle Gordon Weintraub

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

• 12/1996 → 01/2020
  Northwestern Mutual Investment Services, Llc
  Ny, NY
• 08/2007 → 03/2020
  Northwestern Mutual Wealth Management Company
  Milwaukee, WI
• 03/2020 → 04/2025
  Lpl Financial, Llc
  Fairfield, NJ
• 03/2020 → 06/2022
  Private Advisor Group, Llc
  Fairfield, NJ
• 06/2022 → Present
  Bleakley Financial Group, Llc Dba Onepoint Bfg Wealth Partners
  Parsippany, NJ

Previous Registrations

• 2020-03-10 → 2022-07-20
  Private Advisor Group, Llc
  Morristown, NJ
  Fairfield, NJ

Other Businesses

1. 07/18/2022 - No Business Name - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - independent broker - Start Date - 01/01/2022 - 40 Hours Per Month/20 Hours During Securities Trading.

Exams

• S66 Uniform Combined State Law Examination
  2006-09-22
• S63 Uniform Securities Agent State Law Examination
  1993-07-23

Designations

• Certified Financial Planner