AM
Adrian D. Morales
ONEPOINT BFG WEALTH PARTNERS
PARSIPPANY, NJ 07054
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CRD#: 7196002
AM
Professional summary
Adrian Daniel Morales 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.
Adrian is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2024. Adrian has worked at 3 firms and has passed the Series 66, Series 7TO and SIE 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.
1) Bleakly Financial Group DBA One Point BFG Wealth Partners. Investment Related. At Reported Business Location(s). Registered Investment Advisory firm. Licensed Assistant. 1/31/2025. 160 hr/ 160 hr. Client Service 2) Hapgoods LLC. Non-Investment-Related. At Reported Business Location(s). Restaurant. Server. Start date: 06/12/2018. 4 hr / 0 hr. Serving food to customers.
CRS (Client Relationship Summary) - RIA
Click below to view Adrian Daniel Morales's 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®
NoneExperience
Current
August 27, 2024 - Present
ONEPOINT BFG WEALTH PARTNERS
Office #1: 300 Kimball Drive Suite 310, Parsippany, NJ 07054RIA
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 07054BD
CRD#: 35747
ALBANY, NY
Past
March 29, 2024 - April 15, 2025
LPL FINANCIAL LLC
BD
CRD#: 6413
PARSIPPANY, 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".
OB
ONEPOINT BFG WEALTH PARTNERS
AMWELL RIDGE WEALTH MANAGEMENT | 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.RR
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(8/27/2024)
RR
New Jersey(4/15/2025)
Exams
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 3/29/2024
General Securities Representative ExaminationGeneral Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
OB
ONEPOINT BFG WEALTH PARTNERS
AMWELL RIDGE WEALTH MANAGEMENT | 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
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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)
Regulatory assets under management
| Total Number of Accounts | 30,268 |
| AUM (Assets Under Management) | $ 12,128,656,187 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
