Richard G. Wright

ONEPOINT BFG WEALTH PARTNERS

PARSIPPANY, NJ 07054

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CRD#: 1902435

Professional summary

Richard Gordon Wright JR, CFP®, who also goes by Richard Gordon Wright, Richard Gordon Jr Wright, is a registered financial advisor currently at ONEPOINT BFG WEALTH PARTNERS located in Parsippany, New Jersey and PURSHE KAPLAN STERLING INVESTMENTS located in Albany, New York.

Richard is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1989. Richard has worked at 8 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.

Question & Answer

What are your service offerings?

Estate Planning

Retirement Planning

Insurance Planning

Comprehensive Financial Planni...

Investment Planning

Long-term Care

Employee and Employer Plan Ben...

Are you a "fiduciary"?

Yes

Aliases

Richard Gordon Wright | Richard Gordon Jr Wright

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

1) Bleakly Financial Group DBA One Point BFG Wealth Partners. Investment Related. At Registered Location. RIA. IAR. Start Date: 04/15/2025. 160 hrs/ month; all during trading hours. Service clients. 2) Fixed Insurance. Investment Related. At Registered Location. Fixed/ Traditional Insurance. Agent. Start Date: 04/15/2025. 1 hr/ month; all during trading hours. Provide insurance advice based on the needs of client(s).

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Richard Gordon Wright JR's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 2006

Experience

Current

June 29, 2022 - Present

ONEPOINT BFG WEALTH PARTNERS

Office #1: 300 Kimball Drive Suite 310, Parsippany, NJ 07054

RIA

CRD#: 318366

PARSIPPANY, NJ

Current

April 15, 2025 - Present

PURSHE KAPLAN STERLING INVESTMENTS

Office #1: 80 State Street, Albany, NY 12207Office #2: 300 Kimball Drive Suite 310, Parsippany, NJ 07054

CRD#: 35747

ALBANY, NY

Past

February 25, 2015 - April 15, 2025

LPL FINANCIAL LLC

CRD#: 6413

PARSIPPANY, NJ

Past

December 23, 2014 - July 20, 2022

PRIVATE ADVISOR GROUP, LLC

RIA

CRD#: 155216

FAIRFIELD, NJ

Past

November 13, 2007 - February 27, 2015

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

RIA

CRD#: 2881

FAIRFIELD, NJ

Past

February 16, 2006 - April 30, 2007

NORTHWESTERN MUTUAL WEALTH MANAGEMENT COMPANY

RIA

CRD#: 109729

MILWAUKEE, WI

Past

July 23, 1990 - January 1, 2002

ROBERT W. BAIRD & CO. INCORPORATED

CRD#: 8158

MILWAUKEE, WI

Past

July 23, 1990 - February 27, 2015

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

CRD#: 2881

FAIRFIELD, NJ

Past

December 21, 1989 - June 18, 1990

MML INVESTORS SERVICES, LLC

CRD#: 10409

SPRINGFIELD, MA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

ONEPOINT BFG WEALTH PARTNERS

CRD#: 318366 / SEC#: 801-123232

RIA

Registered Investment Advisory firm - (2/14/2022 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

Alabama
(4/16/2025)

California
(4/15/2025)

Connecticut
(4/15/2025)

Delaware
(4/15/2025)

Florida
(4/15/2025)

Massachusetts
(4/15/2025)

New Hampshire
(4/15/2025)

IAR

New Jersey
(6/29/2022)

New Jersey
(4/15/2025)

New York
(4/15/2025)

North Carolina
(4/15/2025)

Ohio
(4/15/2025)

Pennsylvania
(4/15/2025)

South Carolina
(4/15/2025)

South Dakota
(4/15/2025)

Vermont
(4/15/2025)

Virginia
(4/15/2025)

Wisconsin
(4/15/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 65

Date: 12/30/1999

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 2/23/1998

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 2/28/2006

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 12/19/1989

Investment Company Products/Variable Contracts Representative Examination

SRO Registrations

FINRA

Current Firm

ONEPOINT BFG WEALTH PARTNERS

CRD#: 318366 / SEC#: 801-123232

RIA

Registered Investment Advisory firm - (2/14/2022 Approved)

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Contact information

Main Address

300 Kimball Drive Suite 310, Parsippany, NJ 07054

Mailing Address

Phone number

(973) 575-4180

Established

Firm type

Fiscal year end

# of Employees

176

SEC notice filing (53 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

BLEAKLEY FINANCIAL GROUP AMENDED PART 2A (7/22/2025)

BLEAKLEY FINANCIAL GROUP AMENDED WRAP BROCHURE (7/22/2025)

Regulatory assets under management

Total Number of Accounts	30,268
AUM (Assets Under Management)	$ 12,128,656,187

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Contact information

xxxxx@xxxx.xxx

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Firm Stability Insights

Richard G. Wright

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Richard Gordon Wright JR's CRS (Customer Relationship Summary).

Certified licenses

Experience

PURSHE KAPLAN STERLING INVESTMENTS

LPL FINANCIAL LLC

PRIVATE ADVISOR GROUP, LLC

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

NORTHWESTERN MUTUAL WEALTH MANAGEMENT COMPANY

ROBERT W. BAIRD & CO. INCORPORATED

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

MML INVESTORS SERVICES, LLC

Primary Firm SEC Registration

ONEPOINT BFG WEALTH PARTNERS

State Registrations and Notice Filings

Exams

Series 65

Date: 12/30/1999

Series 63

Date: 2/23/1998

SIE

Date: 10/1/2018

Series 7

Date: 2/28/2006

Series 6

Date: 12/19/1989

FINRA

Current Firm

ONEPOINT BFG WEALTH PARTNERS

Contact information

SEC notice filing (53 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

ONEPOINT BFG WEALTH PARTNERS

TRUST BUT VERIFY

Contact information

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