Stephen Barrett Stone

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

• 12/2014 → 06/2022
  Private Advisor Group, Llc
  Fairfield, NJ
• 02/2015 → 04/2025
  Lpl Financial Llc
  Fairfield, NJ
• 06/2022 → Present
  Bleakley Financial Group, Llc Dba Onepoint Bfg Wealth Partners
  Parsippany, NJ

Previous Registrations

• 2014-12-19 → 2022-07-20
  Private Advisor Group, Llc
  Fairfield, NJ
  Morristown, NJ
• 2005-11-10 → 2015-02-27
  Northwestern Mutual Investment Services, Llc
  Fairfield, NJ
  Florham Park, NJ

Other Businesses

1. 02/25/2015: STEPHEN B STONE & ASSOCIATES - INV REL - 100 PASSAIC AVENUE, FAIRFIELD, NJ 07004 - BUSINESS ENTITY FOR TAX/INVESTMENT PURPOSES ONLY - START 10/01/1982 - NO TIME SPENT 2. 12/10/2019 - No Business Name - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Started 12/22/2014 - 20 Hours Per Month During Securities Trading.

Exams

• S66 Uniform Combined State Law Examination
  2005-11-09
• S63 Uniform Securities Agent State Law Examination
  1985-04-22

Designations

• Chartered Financial Consultant