Kyle A. Wesley

ONEPOINT BFG WEALTH PARTNERS

PARSIPPANY, NJ 07054

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CRD#: 6126269

Professional summary

Kyle Alexander Wesley, CIMA®, who also goes by Kyle A Wesley, 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.

Kyle is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2013. Kyle has worked at 5 firms and has passed the Series 66, SIE, Series 7 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Kyle A Wesley

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, LLC dba One Point BFG Wealth Partners. Investment Related. At Registered Location. RIA. Chief Technology Officer. 6/22. 160. 160. Oversee all technology for Bleakley.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kyle Alexander Wesley'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®

CIMA^®

Certified Investment Management Analyst

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

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

February 25, 2016 - July 21, 2022

PRIVATE ADVISOR GROUP, LLC

RIA

CRD#: 155216

Fairfield, NJ

Past

May 7, 2014 - February 12, 2016

LPL FINANCIAL LLC

RIA

CRD#: 6413

PARSIPPANY, NJ

Past

May 7, 2014 - April 15, 2025

LPL FINANCIAL LLC

CRD#: 6413

PARSIPPANY, NJ

Past

January 31, 2014 - April 25, 2014

UBS FINANCIAL SERVICES INC.

RIA

CRD#: 8174

CHARLOTTE, NC

Past

April 11, 2013 - April 25, 2014

UBS FINANCIAL SERVICES INC.

CRD#: 8174

CHARLOTTE, NC

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

IAR

New Jersey
(7/15/2022)

New Jersey
(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: 1/31/2014

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 4/10/2013

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 5/26/2015

General Securities Principal 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.

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Advisor Monitoring

Firm Stability Insights

Kyle A. Wesley

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kyle Alexander Wesley's CRS (Customer Relationship Summary).

Certified licenses

Experience

PURSHE KAPLAN STERLING INVESTMENTS

PRIVATE ADVISOR GROUP, LLC

LPL FINANCIAL LLC

LPL FINANCIAL LLC

UBS FINANCIAL SERVICES INC.

UBS FINANCIAL SERVICES INC.

Primary Firm SEC Registration

ONEPOINT BFG WEALTH PARTNERS

State Registrations and Notice Filings

Exams

Series 66

Date: 1/31/2014

SIE

Date: 10/1/2018

Series 7

Date: 4/10/2013

Series 24

Date: 5/26/2015

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

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