Philip A. Roberts
Professional summary
Philip Allen Roberts, who also goes by Phil Roberts, Philip A Roberts, is a registered financial advisor currently at ONEPOINT BFG WEALTH PARTNERS located in Parsippany, New Jersey.
Philip is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1996. Philip has worked at 8 firms and has passed the Series 66, Series 63, Series 3, Series 7 and Series 27 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Philip Allen Roberts's CRS (Customer Relationship Summary).
Certified licenses
Experience
June 29, 2022 - Present
ONEPOINT BFG WEALTH PARTNERS
Office #1: 300 Kimball Drive Suite 310, Parsippany, NJ 07054July 10, 2017 - July 20, 2022
PRIVATE ADVISOR GROUP, LLC
February 23, 2009 - June 16, 2017
ROUND TABLE WEALTH MANAGEMENT
May 31, 2007 - December 31, 2008
GOLDMAN SACHS & CO. LLC
December 1, 2002 - May 22, 2007
UST SECURITIES CORP.
September 8, 2000 - December 1, 2002
UST FINANCIAL SERVICES CORP.
August 28, 1998 - August 28, 1998
ARCADIA SECURITIES, LLC
July 25, 1996 - August 19, 1998
DELTEC ASSET MANAGEMENT CORPORATION
Primary Firm SEC Registration
ONEPOINT BFG WEALTH PARTNERS
CRD#: 318366 / SEC#: 801-123232
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(6/29/2022)
Exams
Current Firm
ONEPOINT BFG WEALTH PARTNERS
CRD#: 318366 / SEC#: 801-123232
Contact information
SEC notice filing (53 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 30,268 |
| AUM (Assets Under Management) | $ 12,128,656,187 |
Red Flags
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