Peter D. Boockvar

ONEPOINT BFG WEALTH PARTNERS

PARSIPPANY, NJ 07054

Some features on this profile are disabled

CRD#: 2551482

Professional summary

Peter David Boockvar is a registered financial advisor currently at ONEPOINT BFG WEALTH PARTNERS located in Parsippany, New Jersey.

Peter is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1994. Peter has worked at 6 firms and has passed the Series 65, Series 63 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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. The Boock Report: owner, Chief Analyst & Contributor, economic research blog www.boockreport.com started in 01/2017. Approx. 10 hrs/month.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Peter David Boockvar'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®

None

Experience

Current

June 28, 2022 - Present

ONEPOINT BFG WEALTH PARTNERS

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

RIA

CRD#: 318366

PARSIPPANY, NJ

Past

January 9, 2018 - July 20, 2022

PRIVATE ADVISOR GROUP, LLC

RIA

CRD#: 155216

Fairfield, NJ

Past

July 7, 2015 - January 17, 2018

ADVISORY SERVICES NETWORK

RIA

CRD#: 146051

SYOSSET, NY

Past

June 19, 2013 - August 7, 2013

MORGAN STANLEY

CRD#: 149777

NEW YORK, NY

Past

July 7, 2000 - January 2, 2013

MILLER TABAK + CO., LLC

CRD#: 47293

NEW YORK, NY

Past

November 9, 1998 - July 7, 2000

MILLER TABAK HIRSCH & CO.

CRD#: 10384

NEW YORK, NY

Past

November 30, 1994 - September 14, 1998

MILLER TABAK HIRSCH & CO.

CRD#: 10384

NEW YORK, NY

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.

Highlighted states indicate IAR registrations

IAR

Connecticut
(6/29/2022)

IAR

Florida
(8/1/2022)

IAR

New Jersey
(6/28/2022)

IAR

New York
(6/29/2022)

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.

Exams

State Security Law Exam

IAR

Series 65

Date: 6/12/2015

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 8/7/1995

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 11/23/1994

General Securities Representative Examination

Current Firm

ONEPOINT BFG WEALTH PARTNERS

CRD#: 318366 / SEC#: 801-123232

RIA

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

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

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

Similar Advisors

Sungmin Ryan Park

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

IAR

Florham Park, NJ

Richard Dragotta

LPL FINANCIAL LLC

IAR

Paramus, NJ

Shivam Mittal

AMERIPRISE FINANCIAL SERVICES, LLC

IAR

Summit, NJ

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Peter D. Boockvar

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Peter David Boockvar's CRS (Customer Relationship Summary).

Certified licenses

Experience

PRIVATE ADVISOR GROUP, LLC

ADVISORY SERVICES NETWORK

MORGAN STANLEY

MILLER TABAK + CO., LLC

MILLER TABAK HIRSCH & CO.

MILLER TABAK HIRSCH & CO.

Primary Firm SEC Registration

ONEPOINT BFG WEALTH PARTNERS

State Registrations and Notice Filings

Exams

Series 65

Date: 6/12/2015

Series 63

Date: 8/7/1995

Series 7

Date: 11/23/1994

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

Similar Advisors