Julianna A. Roberto

ONEPOINT BFG WEALTH PARTNERS

Burlington, MA 01803

CRD#: 6510183

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Professional summary

Julianna Akbarova Roberto, CFA, who also goes by Uli Akbarova Akbarova, Uli Akbarova, Ulkar Akbarova Akbarova, Ulkar Akbarova, Ulkar Akbarova Nickerson, Julianna Roberto, Ulkar Roberto, is a registered financial advisor currently at ONEPOINT BFG WEALTH PARTNERS located in Burlington, Massachusetts and PURSHE KAPLAN STERLING INVESTMENTS located in Burlington, Massachusetts.

Julianna is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2016. Julianna has worked at 4 firms and has passed the Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

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 Julianna Akbarova Roberto'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®

CFA

Chartered Financial Analyst

Experience

Current

February 9, 2026 - Present

ONEPOINT BFG WEALTH PARTNERS

Office #1: 25 Mall Road Suite 330, Burlington, MA 01803

RIA

CRD#: 318366

Burlington, MA

Current

April 15, 2025 - Present

PURSHE KAPLAN STERLING INVESTMENTS

Office #1: 25 Burlington Mall Rd #330, Burlington, MA 01803Office #2: 80 State Street, Albany, NY 12207

CRD#: 35747

Burlington, MA

Past

February 15, 2019 - April 25, 2025

LPL FINANCIAL LLC

CRD#: 6413

BURLINGTON, MA

Past

November 18, 2016 - February 20, 2019

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

CRD#: 2881

BOSTON, MA

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

Massachusetts
(4/15/2025)

IAR

New Jersey
(2/9/2026)

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

Series 63

Date: 9/5/2017

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: 11/18/2016

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.

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Advisor Monitoring

Firm Stability Insights

Julianna A. Roberto

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Julianna Akbarova Roberto's CRS (Customer Relationship Summary).

Certified licenses

Experience

PURSHE KAPLAN STERLING INVESTMENTS

LPL FINANCIAL LLC

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

Primary Firm SEC Registration

ONEPOINT BFG WEALTH PARTNERS

State Registrations and Notice Filings

Exams

Series 63

Date: 9/5/2017

SIE

Date: 10/1/2018

Series 7

Date: 11/18/2016

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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