David L. Mandelbaum

ONEPOINT BFG WEALTH PARTNERS

Weston, CT

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CRD#: 3095666

Professional summary

David Lawrence Mandelbaum, who also goes by David L Mandelbaum, is a registered financial advisor currently at ONEPOINT BFG WEALTH PARTNERS located in Weston, Connecticut.

David is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1998. David has worked at 3 firms and has passed the Series 65, Series 63 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

David L Mandelbaum

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view David Lawrence Mandelbaum'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 27, 2022 - Present

ONEPOINT BFG WEALTH PARTNERS

RIA

CRD#: 318366

Weston, CT

Past

June 22, 2020 - July 20, 2022

PRIVATE ADVISOR GROUP, LLC

RIA

CRD#: 155216

Weston, CT

Past

December 23, 1998 - February 1, 1999

PRUDENTIAL EQUITY GROUP, LLC

CRD#: 7471

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
(6/27/2022)

IAR

Florida
(8/17/2022)

IAR

New Jersey
(7/5/2022)

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: 6/22/2020

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 11/10/1998

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 12/5/1998

General Securities Representative Examination

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.

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David L. Mandelbaum

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view David Lawrence Mandelbaum's CRS (Customer Relationship Summary).

Certified licenses

Experience

ONEPOINT BFG WEALTH PARTNERS

PRIVATE ADVISOR GROUP, LLC

PRUDENTIAL EQUITY GROUP, LLC

Primary Firm SEC Registration

ONEPOINT BFG WEALTH PARTNERS

State Registrations and Notice Filings

Exams

Series 65

Date: 6/22/2020

Series 63

Date: 11/10/1998

Series 7

Date: 12/5/1998

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

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