AS
CFP
AS
CFP

Andy Mark Schwartz

40 Years of Experience
Sells Insurance
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & CoachingHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
84 advisors
Number of Clients
6,850 clients
Average Client Portfolio
$1.5M average
Assets Under Management
$10.1B

Fee Structure

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Location

300 Kimball Drive, Suite 310, Parsippany, NJ, 07054

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Andy is a non-profit board member, involved in tax/investment business entities, and provides investment advisory services through Bleakley Financial Group, LLC, dedicating full-time hours to this. He also sells non-variable insurance products and engages in motivational speaking for a few hours per week.

Employment History
Current Registrations
Onepoint Bfg Wealth Partners
June 2022 - Present · 3 yrs 8 mos
Previous Registrations
LPL Financial LLCBroker
February 2015 - May 2024 · 9 yrs 3 mos
Private Advisor Group, LLC
December 2014 - July 2022 · 7 yrs 7 mos
Northwestern Mutual Investment Services,llc
July 2007 - February 2015 · 7 yrs 7 mos
Northwestern Mutual Wealth Management Company
January 2003 - April 2007 · 4 yrs 3 mos
Northwestern Mutual Investment Services, LLCBroker
September 1985 - February 2015 · 29 yrs 5 mos
Robert W. Baird & CO. IncorporatedBroker
July 1985 - January 2002 · 16 yrs 6 mos
State Registrations2 states
FLNJ
Advisor
Exams
No exam information available for this advisor.