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CFP
CN
CFP

Carlos Manuel Noriega

Bleakley Financial Group, LLC
24 Years of Experience
View SEC Summary
View SEC Summary
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & CoachingHigh Net Worth
Bleakley Financial Group, LLC
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

Location

2000 Westchester Ave, (Home Office), Purchase, NY, 10577

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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 Activities

Carlos serves as a FINRA arbitrator since December 2022, dedicating minimal time to this labor or service activity.

Employment History
Current Registrations
Onepoint Bfg Wealth Partners
August 2025 - Present · 6 mos
Previous Registrations
Morgan Stanley
April 2019 - July 2025 · 6 yrs 3 mos
Morgan StanleyBroker
April 2019 - July 2025 · 6 yrs 3 mos
Foresters Advisory Services, LLC
August 2012 - March 2019 · 6 yrs 7 mos
Foresters Financial Services, INC.Broker
January 2012 - March 2019 · 7 yrs 2 mos
Prudential Investments LLC
January 2011 - January 2012 · 1 yr
Prudential Investment Management Services LLCBroker
January 2011 - January 2012 · 1 yr
Summitalliance Securities, L.L.C.Broker
March 2010 - December 2010 · 9 mos
AXA Advisors, LLC
February 2009 - November 2009 · 9 mos
AXA Advisors, LLCBroker
April 2008 - November 2009 · 1 yr 7 mos
AXA Distributors, LLCBroker
January 2005 - April 2008 · 3 yrs 3 mos
Citicorp Investment ServicesBroker
March 2003 - May 2003 · 2 mos
Hold Brothers On-Line Investment Services L.L.C.Broker
November 2002 - January 2003 · 2 mos
Schwab Capital Markets L.P.Broker
April 2000 - December 2002 · 2 yrs 8 mos
All-Tech Direct, INC.Broker
April 1999 - April 2000 · 1 yr
Datek Online Brokerage Services CORP.Broker
August 1998 - January 1999 · 5 mos
State Registrations1 state
NJ
Advisor
Exams
No exam information available for this advisor.