Rebecca L Bast
ChFC®, CLU®Professional Summary
Rebecca L Bast, ChFC®, CLU®, who also goes by Rebecca Meredith Largay, Rebecca Meredith Largay Bast, is a registered financial advisor currently at ONEPOINT BFG WEALTH PARTNERS located in Lutz, Florida. Rebecca is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1997. Rebecca has worked at 3 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Rebecca Meredith Largay, Rebecca Meredith Largay Bast
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Videos & Posts
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Contact Information
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Disclosures on record.
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Credentials
Years of Experience
29 years registered in the securities industry
Current & Past Employments
Current
Past
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Current Firm
AMWELL RIDGE WEALTH MANAGEMENT | VOYAGE WEALTH ARCHITECTS | SPAHN FINANCIAL | RETIREBETTER LI | POISE WEALTH | ONEPOINT BFG WEALTH PARTNERS | ONEPOINT BFG EAST BAY | ONEPOINT BFG | MILLER FINANCIAL SERVICES | BLEAKLEY FINANCIAL LEHIGH VALLEY | BLEAKLEY FINANCIAL GROUP, LLC | BLEAKLEY ADVISORY GROUP | BAST FINANCIAL GROUP | ARMSTRONG & SINOFF FINANCIAL
Contact Information
Main Address
300 Kimball Drive Suite 310, Parsippany, NJ 07054Phone Number
(973) 575-4180# of Employees
205SEC notice filing (53 States and Territories)
Registered to provide investment advisory services in 53 US states and territories.
Documents
Regulatory Assets Under Management
Total Number of Accounts
28,204AUM (Assets Under Management)
$15,127,499,616Similar Advisors
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
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Primary Firm SEC Registration
AMWELL RIDGE WEALTH MANAGEMENT | VOYAGE WEALTH ARCHITECTS | SPAHN FINANCIAL | RETIREBETTER LI | POISE WEALTH | ONEPOINT BFG WEALTH PARTNERS | ONEPOINT BFG EAST BAY | ONEPOINT BFG | MILLER FINANCIAL SERVICES | BLEAKLEY FINANCIAL LEHIGH VALLEY | BLEAKLEY FINANCIAL GROUP, LLC | BLEAKLEY ADVISORY GROUP | BAST FINANCIAL GROUP | ARMSTRONG & SINOFF FINANCIAL
State Registrations and Notice Filings
(9/14/2026)
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
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 6 — Investment Company Products/Variable Contracts Representative Examination
Passed Aug 1997About the Series 6 examSimilar Advisors
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CRS (Client Relationship Summary) - RIA
Click below to view Rebecca L Bast's CRS (Customer Relationship Summary).
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