Peter David Boockvar

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

• 06/2015 → 01/2018
  Advisory Services Network, Llc
  Atlanta, GA
• 09/2013 → 12/2017
  The Lindsey Group
  New York, NY
• 01/2018 → 06/2022
  Private Advisor Group, Llc
  Morristown, NJ
• 06/2022 → Present
  Bleakley Financial Group, Llc
  Fairfield, NJ

Previous Registrations

• 2018-01-09 → 2022-07-20
  Private Advisor Group, Llc
  Fairfield, NJ
  Morristown, NJ
• 2015-07-07 → 2018-01-17
  Advisory Services Network
  Livingston, NJ
  Atlanta, GA
  Syosset, NY
  Syosset, NY

Other Businesses

1. The Boock Report: owner, Chief Analyst & Contributor, economic research blog www.boockreport.com started in 01/2017. Approx. 10 hrs/month.

Exams

• S65 Uniform Investment Adviser Law Examination
  2015-06-12
• S63 Uniform Securities Agent State Law Examination
  1995-08-07