About Bleakley Financial Group

For more than 30 years, the Bleakley Financial Group team* has been providing customized financial planning and wealth management services to a diverse array of clients across the country. As an independent firm, we pride ourselves on delivering personalized guidance to fit the goals and lifestyle needs of each customer. With more than three decades of experience, our state-of-the-art financial planning comes with a personal touch. Our team consists of more than 100 investment professionals, from financial advisors and research assistants to client support associates. Comprehensive Financial Planning and Wealth Management. Bleakley has created a collaborative culture of innovation and excellence that's unmatched in the industry. At Bleakley Financial, you're our top priority, and we're committed to turning your financial vision into reality. *The Bleakley Financial Team has been providing wealth management services since 1985 within various firms. Bleakley Financial Group, LLC was founded in 2015.

General Information Years of Experience in Financial Services:    21 Gender:    Male CRD#:    4695659 Firm CRD#:    318366 Name of Custodial Firm:    LPL Financial, Charles Schwab, Pershing, and Fidelity Number of Years with Current Firm:    18 Insurance License#:    CA License #0F11615 Name of Broker/Dealer:    LPL Financial States Willing to do Business in:    Alpine,Basking Ridge,Bedminster,Bergenfield,Berkeley Heights,Bernardsville,Blauvelt,Bloomfield,Boonton,Cedar Grove,Cedar Knolls,Chatham,Denville,Dover,East Hanover,Elmwood Park,Englewood Cliffs,Essex Fells,Fair Lawn,Far Hills,Flanders,Florham Park,Franklin,Franklin Lakes,Glen Ridge,Glen Rock,Hackensack,Hoboken,Hopatcong,Jersey City,Lake Hiawatha,Lake Hopatcong,Little Falls,Little Ferry,Livingston,Long Island City,Madison,Maplewood,Mendham,Metuchen,Millburn,Montclair,Montvale,Montville,Morris Plains,Morristown,Mount Tabor,Mountain Lakes,New Providence,New York,North Bergen,Nyack,Paramus,Parsippany,Plainfield,Pomona,Pompton Lakes,Pompton Plains,Randolph,Ridgefield,Ridgefield Park,Ridgewood,Riverdale,Rockaway,Roseland,Scotch Plains,Short Hills,South Orange,Springfield,Summit,Tenafly,Totowa,Towaco,Tuxedo Park,Wayne,West Milford,Westfield,Whippany,Woodbridge,Woodside,Wyckoff Advisory Services Provided:    Financial Planning for Businesses, Financial Planning for Individuals, Education Funding and Planning, Risk Management, Wealth Management, Retirement Planning, Portfolio Management, Financial Planning, Insurance Products & Annuities, Investment Advice & Management

Qualifications & Memberships Securities Licenses:    Series 6, Series 7, Series 65, Series 66 Insurance and Annuity Licenses:    Variable Life, Long Term Care, Variable Annuity, Life, Health, Annuity, Disability

Firm Information Assets Managed by Firm:    9,000,000,000

Compliance Registered Investment Advisor:    Yes Registered Representative:    Yes Investment Advisor Representative:    Yes

Compensation and Fees Compensation Methods:    Flat Fee Minimum Portfolio Size for New Managed Accounts:    $250,000 Minimum Fee Charged for Managed Accounts:    .25 Fee Structure:    Fee-Based

Frequently Asked Questions

Q.	How are you compensated? How will I pay for your services?

Q.	How many clients do you currently manage?

Q.	Will you be the only person working with me?

Q.	What services do you provide? What are your specialties?

Q.	What financial institution(s) do you represent?

Q.	How long does the process of rolling over a 401K plan usually take?

Q.	How many years of experience do you have?

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Q.	How are you compensated? How will I pay for your services?
Asset Based or Flat Fee

Q.	How many clients do you currently manage?
approximately 300

Q.	Will you be the only person working with me?
Yes with the support from my team members

Q.	What services do you provide? What are your specialties?
Financial Planning, Estate Planning, Retirement Planning, College Planning, Insurance Planning

Q.	What financial institution(s) do you represent?
Frank is registered as a Wealth Management Advisor with Bleakley Financial Group and a registered representative with LPL Financial.

Q.	How long does the process of rolling over a 401K plan usually take?
A few days to a few weeks

Q.	How many years of experience do you have?
Over 15