Kyle P. Matthews

ONEPOINT BFG WEALTH PARTNERS

Richmond, VA 23226

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CRD#: 5891858

Professional summary

Kyle Peter Matthews, who also goes by Kyle Peter Matthews, Kyle Matthews, is a registered financial advisor currently at ONEPOINT BFG WEALTH PARTNERS located in Richmond, Virginia.

Kyle is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2011. Kyle has worked at 8 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Kyle Peter Matthews | Kyle Matthews

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.

1.100% OWNER, 239 S WHITE HORSE PIKE, 239 S WHITE HORSE PIKE, AUDUBON, , NEW JERSEY, 08106, UNITED STATES OF AMERICA, INVESTMENT PROPERTY, START DATE: 9/5/2018, HOURS PER MONTH: 0-5, HOURS DURING SECURITIES TRADING HOURS: 0-5, OWNER/LANDLORD OF TRIPLEX; MINIMAL DAY TO DAY DUTIES DUE TO PROPERTY MANAGEMENT IN PLACE 2. 100% OWNER, 262 EGE AVE, 262 EGE AVE, JERSEY CITY, , NEW JERSEY, 07304, UNITED STATES OF AMERICA, INVESTMENT PROPERTY, START DATE: 5/15/2024, HOURS PER MONTH: 0-5, HOURS DURING SECURITIES TRADING HOURS: 0-5, OWNER/LANDLORD OF DUPLEX; MINIMAL DAY TO DAY DUTIES DUE TO PROPERTY MANAGEMENT IN PLACE. investment related.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kyle Peter Matthews'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 17, 2025 - Present

ONEPOINT BFG WEALTH PARTNERS

Office #1: 504 Libbie Avenue, Richmond, VA 23226

RIA

CRD#: 318366

Richmond, VA

Past

April 14, 2023 - March 24, 2025

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

CRD#: 2881

Richmond, VA

Past

October 13, 2021 - March 1, 2023

CITIGROUP GLOBAL MARKETS INC.

CRD#: 7059

Stamford, CT

Past

October 13, 2021 - March 1, 2023

CITI PRIVATE ALTERNATIVES, LLC

CRD#: 153777

Stamford, CT

Past

October 11, 2017 - October 8, 2021

OPPENHEIMER & CO. INC.

CRD#: 249

NEW YORK, NY

Past

January 9, 2015 - October 2, 2017

FRED ALGER & COMPANY, LLC

CRD#: 5300

NEW YORK, NY

Past

April 10, 2012 - November 17, 2014

PNC WEALTH MANAGEMENT LLC

RIA

CRD#: 129052

HOPEWELL, NJ

Past

September 12, 2011 - November 17, 2014

PNC WEALTH MANAGEMENT LLC

CRD#: 129052

HOPEWELL, NJ

Past

May 6, 2011 - August 24, 2011

VOYA FINANCIAL ADVISORS, INC.

CRD#: 2882

JERSEY CITY, NJ

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

Virginia
(6/17/2025)

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: 4/9/2012

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 7/22/2011

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 5/5/2011

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

Kyle P. Matthews

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kyle Peter Matthews's CRS (Customer Relationship Summary).

Certified licenses

Experience

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

CITIGROUP GLOBAL MARKETS INC.

CITI PRIVATE ALTERNATIVES, LLC

OPPENHEIMER & CO. INC.

FRED ALGER & COMPANY, LLC

PNC WEALTH MANAGEMENT LLC

PNC WEALTH MANAGEMENT LLC

VOYA FINANCIAL ADVISORS, INC.

Primary Firm SEC Registration

ONEPOINT BFG WEALTH PARTNERS

State Registrations and Notice Filings

Exams

Series 65

Date: 4/9/2012

Series 63

Date: 7/22/2011

SIE

Date: 10/1/2018

Series 7

Date: 5/5/2011

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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