Salvatore J. Asta

ONEPOINT BFG WEALTH PARTNERS

PARSIPPANY, NJ 07054

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CRD#: 4032830

Professional summary

Salvatore Joseph Asta, who also goes by Salvatore Joseph Asta, is a registered financial advisor currently at ONEPOINT BFG WEALTH PARTNERS located in Parsippany, New Jersey.

Salvatore is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1999. Salvatore has worked at 11 firms and has passed the Series 65, Series 63, SIE, Series 6, Series 31 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Salvatore Joseph Asta

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) INACTIVE ATTORNEY

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Salvatore Joseph Asta'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

July 15, 2022 - Present

ONEPOINT BFG WEALTH PARTNERS

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

RIA

CRD#: 318366

PARSIPPANY, NJ

Past

June 28, 2018 - July 20, 2022

PRIVATE ADVISOR GROUP, LLC

RIA

CRD#: 155216

Fairfield, NJ

Past

April 25, 2017 - July 30, 2018

5C CAPITAL MANAGEMENT, LLC

RIA

CRD#: 284213

WOODCLIFF LAKE, NJ

Past

January 5, 2012 - June 1, 2017

CLARK DODGE ASSET MANAGEMENT, LLC

RIA

CRD#: 154822

WHITE PLAINS, NY

Past

December 15, 2011 - April 27, 2015

CLARK DODGE & CO., INC.

CRD#: 23288

WHITE PLAINS, NY

Past

September 2, 2011 - November 30, 2011

MSI FINANCIAL SERVICES, INC.

CRD#: 14251

PEARL RIVER, NY

Past

September 2, 2008 - October 14, 2009

GERSTEIN FISHER

RIA

CRD#: 118551

NEW YORK, NY

Past

September 2, 2008 - October 14, 2009

GFA SECURITIES, LLC

CRD#: 128568

NEW YORK, NY

Past

March 12, 2008 - August 29, 2008

REGENTATLANTIC

RIA

CRD#: 105995

CHATHAM, NJ

Past

October 5, 2006 - December 19, 2007

BANC OF AMERICA INVESTMENT SERVICES, INC.

CRD#: 16361

GLEN ROCK, NJ

Past

October 22, 1999 - November 1, 2001

MORGAN STANLEY DW INC.

CRD#: 7556

PURCHASE, 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

New Jersey
(7/15/2022)

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: 3/7/2008

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 10/13/2006

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 4/27/2015

Securities Industry Essentials Examination

General Industry/Product Exam

Series 6

Date: 9/29/2006

Investment Company Products/Variable Contracts Representative Examination

General Industry/Product Exam

Series 31

Date: 11/24/1999

Futures Managed Funds Examination

General Industry/Product Exam

Series 7

Date: 10/21/1999

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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Advisor Monitoring

Firm Stability Insights

Salvatore J. Asta

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Salvatore Joseph Asta's CRS (Customer Relationship Summary).

Certified licenses

Experience

PRIVATE ADVISOR GROUP, LLC

5C CAPITAL MANAGEMENT, LLC

CLARK DODGE ASSET MANAGEMENT, LLC

CLARK DODGE & CO., INC.

MSI FINANCIAL SERVICES, INC.

GERSTEIN FISHER

GFA SECURITIES, LLC

REGENTATLANTIC

BANC OF AMERICA INVESTMENT SERVICES, INC.

MORGAN STANLEY DW INC.

Primary Firm SEC Registration

ONEPOINT BFG WEALTH PARTNERS

State Registrations and Notice Filings

Exams

Series 65

Date: 3/7/2008

Series 63

Date: 10/13/2006

SIE

Date: 4/27/2015

Series 6

Date: 9/29/2006

Series 31

Date: 11/24/1999

Series 7

Date: 10/21/1999

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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