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PS

Philip D. Stroud

ONEPOINT BFG WEALTH PARTNERS
Winter Park, FL 32789
Some features on this profile are disabled
CRD#: 5554291
PS

Professional summary

Philip David Stroud, CFP® is a registered financial advisor currently at ONEPOINT BFG WEALTH PARTNERS located in Winter Park, Florida.

Philip is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2008. Philip has worked at 2 firms and has passed the Series 66, Series 63, Series 99TO, SIE, Series 7, Series 10, Series 9 and Series 26 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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Philip David Stroud'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®
CFP®

Certified Financial Planner

Experience

Current

April 13, 2026 - Present

ONEPOINT BFG WEALTH PARTNERS

Office #1: 145 Lincoln Ave Suite B, Winter Park, FL 32789
RIA
CRD#: 318366
Winter Park, FL
Past

April 24, 2009 - April 7, 2026

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

RIA
CRD#: 2881
ORLANDO, FL
Past

December 17, 2008 - April 7, 2026

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

BD
CRD#: 2881
ORLANDO, FL

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".
OB
ONEPOINT BFG WEALTH PARTNERS
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

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
Florida
(4/13/2026)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 4/22/2009
Uniform Combined State Law Examination
State Security Law Exam
RR
Series 63
Date: 12/20/2008
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 99TO
Date: 1/2/2023
Operations Professional Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 12/16/2008
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 10
Date: 4/15/2009
General Securities Sales Supervisor - General Module Examination
Principal/Supervisory Exam
RR
Series 9
Date: 3/3/2009
General Securities Sales Supervisor - Options Module Examination
Principal/Supervisory Exam
RR
Series 26
Date: 1/22/2009
Investment Company Products/Variable Contracts Principal Examination

Current Firm

OB
ONEPOINT BFG WEALTH PARTNERS
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

CRD#: 318366 / SEC#: 801-123232

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

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

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 Accounts30,268
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.

Company Information

ONEPOINT BFG WEALTH PARTNERS

CRD#: 318366Winter Park, FL 32789

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