Andy Mark Schwartz

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 → 05/2024
  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
• 2007-07-17 → 2015-02-27
  Northwestern Mutual Investment Services, Llc
  Fairfield, NJ
  Fairfield, NJ
• 2003-01-27 → 2007-04-30
  Northwestern Mutual Wealth Management Company
  Milwaukee, WI

Other Businesses

(1) 12/18/2014 - BSCF Charitable Foundation - Not Investment Related - Fairfield, NJ - Non-Profit Board Member - Start Date 2/18/2014 (2) 12/18/2014: SCHWARTZ CAMP - INV REL - 100 PASSAIC AVENUE, FAIRFIELD NJ 07004 - BUSINESS ENTITY FOR TAX/INVESTMENT PURPOSES ONLY - START 01/2011 (3) 12/18/2014: NO BUSINESS NAME - INV REL - 300 KIMBALL DRIVE, PARSIPPANY, NJ, USA, 07054 - NON-VARIABLE INSURANCE - 20% OF TIME SPENT - LIFE, DISABILITY, LTC, HEALTH (4) 6/28/2017: Minnesota Life, American National, Nationwide, New York Life, Mass Mutual - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Start 06/28/2017 - 5 Hours Per Month During Securities Trading - Fixed insurance. (5) 06/02/2023 - Epic Success - Not Investment Related - Various Location(s) - Other - Motivational Speaking - Start Date 09/01/2022 - 10 Hours Per Month/ 0 Hours During Securities Trading

Exams

• S66 Uniform Combined State Law Examination
  2006-08-21
• S63 Uniform Securities Agent State Law Examination
  1985-11-11

Designations

• Certified Financial Planner

Other Names

• Andrew Schwartz
• Andy Mark Schwartz
• Andy M Schwartz
• Andrew Mark Schwartz