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Adrian Daniel Morales

Bleakley Financial Group, LLC

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About Adrian Daniel Morales

Adrian Daniel Morales is a registered investment advisor representative with Bleakley Financial Group, LLC. Adrian has been in the securities industry since 2022 and is licensed to provide financial services in New Jersey. Adrian is experienced in providing a range of services including financial planning, pension consulting, and portfolio management for individuals, businesses, and pooled investment vehicles.

Firm Information

Adrian Morales is currently registered with Bleakley Financial Group, LLC. Bleakley Financial Group, LLC is an independent financial advisory firm with over $9 billion in assets under management. The firm offers a range of services, including financial planning, portfolio management, pension consulting, and educational seminars. Bleakley serves individuals, families, businesses, and institutions. The firm is headquartered in Fairfield, NJ, and has over 80 licensed agents and advisors.
Bleakley Financial Group, LLC

100 PASSAIC AVENUE

FAIRFIELD, NJ 07004

$9.18B

Assets Under Management

15

Total Clients

71

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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non-investment consulting/implementation services

Non-investment consulting/implementation services

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Adrian Morales’s Registration & Firm History

NJ

08/27/2024 - Present

Bleakley Financial Group, LLC (FAIRFIELD NJ)

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Licenses & Designations

BOTH

Issued 07/25/2024

Series 66 - Uniform Combined State Law Examination

BC

Issued 03/29/2024

Series 7TO - General Securities Representative Examination

BC

Issued 01/14/2022

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Adrian Daniel Morales.
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