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Amara A Delserro

Onepoint Bfg Wealth Partners

Parsippany, NJ

Whitehall, PA

CRD 6251531

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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:

Current Employers
Onepoint Bfg Wealth Partners

300 Kimball Drive Suite 310, Parsippany, NJ 07054 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2022-07-14
  • PA RA
    APPROVED
    Since 2022-07-14

Branch Locations

300 Kimball Drive Suite 310, Parsippany, NJ 07054 • United States

514 Fullerton Avenue, Whitehall, PA 18052 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Private Advisor Group, Llc Morristown NJ 01/2022 06/2022
Bleakley Financial Group, Llc Whitehall PA 06/2013 Present
Lpl Financial Llc Whitehall PA 06/2013 Present
  • 01/2022 → 06/2022
    Morristown, NJ
  • 06/2013 → Present
    Bleakley Financial Group, Llc
    Whitehall, PA
  • 06/2013 → Present
    Lpl Financial Llc
    Whitehall, PA
Previous Registrations
Other Businesses

LPL Financial LLC; Investment-Related; Whitehall, PA; Broker Dealer; Client Services Associate; 6/2013; 1 hr/mo; 1 hr/mo during securities trading hours; Duties are client services associate activities.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-03-05
  • S65 Uniform Investment Adviser Law Examination
    2022-03-05
Other Names
  • Amara A Hittinger

View on SEC IAPD

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