Philip Allen Roberts

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

• 01/2009 → 05/2017
  Round Table Services, Llc
  Westfield, NJ
• 05/2017 → 06/2022
  Private Advisor Group, Llc
  Morristown, NJ
• 06/2022 → Present
  Bleakley Financial Group, Llc
  Fairfield, NJ

Previous Registrations

• 2017-07-10 → 2022-07-20
  Private Advisor Group, Llc
  Fairfield, NJ
  Morristown, NJ
• 2009-02-23 → 2017-06-16
  Round Table Wealth Management
  New York, NY

Other Businesses

1.Mr. Roberts holds a license to sell insurance, but any such insurance business is separate and apart from investment advisory services that Mr. Roberts provides. Mr. Roberts may recommend the purchase of certain insurance-related products on a commission basis. Clients can engage Mr. Roberts to purchase insurance products on a commission basis. 2.Mr. Roberts serves as Treasurer and Board Member for Working for Women.

Exams

• S66 Uniform Combined State Law Examination
  2008-03-13
• S63 Uniform Securities Agent State Law Examination
  1996-10-25

Other Names

• Philip Allen Roberts
• Phil Roberts
• Philip A Roberts