Michelle P. Mackin

ONEPOINT BFG WEALTH PARTNERS

PARSIPPANY, NJ 07054

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CRD#: 6112172

Professional summary

Michelle Patricia Mackin, who also goes by Michelle P Mackin, is a registered financial advisor currently at ONEPOINT BFG WEALTH PARTNERS located in Parsippany, New Jersey and PURSHE KAPLAN STERLING INVESTMENTS located in Albany, New York.

Michelle is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2013. Michelle has worked at 9 firms and has passed the Series 66, Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Michelle P Mackin

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) Bleakley Financial Group DBA One Point BFG Wealth Partners. Investment-related. At registered location. RIA. IAR. 06/2022. 160 hrs/month. 160 hrs during trading hrs. Service clients. 2) Fixed Insurance. Investment-related. At registered location. Fixed Insurance. Agent. 06/2022. 1 hr/month. 1 hr during trading hrs. Provide insurance advice based on the needs of clients.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michelle Patricia Mackin'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 28, 2022 - Present

ONEPOINT BFG WEALTH PARTNERS

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

RIA

CRD#: 318366

PARSIPPANY, NJ

Current

April 15, 2025 - Present

PURSHE KAPLAN STERLING INVESTMENTS

Office #1: 80 State Street, Albany, NY 12207Office #2: 300 Kimball Drive Suite 310, Parsippany, NJ 07054

CRD#: 35747

ALBANY, NY

Past

August 18, 2020 - July 20, 2022

PRIVATE ADVISOR GROUP, LLC

RIA

CRD#: 155216

Fairfield, NJ

Past

August 17, 2020 - April 15, 2025

LPL FINANCIAL LLC

CRD#: 6413

PARSIPPANY, NJ

Past

March 22, 2016 - August 18, 2020

FCG WEALTH MANAGEMENT, LLC

RIA

CRD#: 281165

CHATHAM, NJ

Past

March 14, 2016 - August 18, 2020

FCG ADVISORS, LLC

CRD#: 40633

New York, NY

Past

February 11, 2015 - March 1, 2016

WELLS FARGO CLEARING SERVICES, LLC

RIA

CRD#: 19616

WESTFIELD, NJ

Past

November 5, 2014 - March 1, 2016

WELLS FARGO CLEARING SERVICES, LLC

CRD#: 19616

WESTFIELD, NJ

Past

May 6, 2013 - September 9, 2014

HENNION & WALSH, INC.

CRD#: 25766

PARSIPPANY, NJ

Past

March 11, 2013 - March 25, 2013

EQUITABLE ADVISORS, LLC

CRD#: 6627

WOODBRIDGE, 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.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

California
(4/15/2025)

IAR

Florida
(8/30/2022)

Florida
(4/15/2025)

IAR

New Jersey
(6/28/2022)

New Jersey
(4/15/2025)

New York
(4/15/2025)

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. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 66

Date: 6/25/2015

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 9/16/2013

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: 3/8/2013

General Securities Representative Examination

SRO Registrations

FINRA

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.

Contact information

(xxx) xxx-xxxx

xxxxx@xxxx.xxx

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Firm Stability Insights

Michelle P. Mackin

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michelle Patricia Mackin's CRS (Customer Relationship Summary).

Certified licenses

Experience

PURSHE KAPLAN STERLING INVESTMENTS

PRIVATE ADVISOR GROUP, LLC

LPL FINANCIAL LLC

FCG WEALTH MANAGEMENT, LLC

FCG ADVISORS, LLC

WELLS FARGO CLEARING SERVICES, LLC

WELLS FARGO CLEARING SERVICES, LLC

HENNION & WALSH, INC.

EQUITABLE ADVISORS, LLC

Primary Firm SEC Registration

ONEPOINT BFG WEALTH PARTNERS

State Registrations and Notice Filings

Exams

Series 66

Date: 6/25/2015

Series 63

Date: 9/16/2013

SIE

Date: 10/1/2018

Series 7

Date: 3/8/2013

FINRA

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

Contact information

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