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

1691 Michigan Ave, Ste 550, Miami Beach, FL, 33139

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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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Employment History
Current Registrations
Onepoint Bfg Wealth Partners
November 2025 - Present · 3 mos
Previous Registrations
Morgan Stanley
March 2017 - November 2025 · 8 yrs 8 mos
Morgan StanleyBroker
May 2016 - November 2025 · 9 yrs 6 mos
State Registrations1 state
NJ
Advisor
Exams
No exam information available for this advisor.