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Joseph Sreshta

Bleakley Financial Group, LLC

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About Joseph Sreshta

Joseph Sreshta is a financial advisor with Bleakley Financial Group, LLC and has been in the industry since August 12, 1984. Joseph Sreshta is registered in 12 states: California, Colorado, Georgia, Maryland, Nebraska, New Jersey, North Carolina, Ohio, Pennsylvania, Texas, Washington. Joseph Sreshta has a Chartered Financial Consultant designation.

Firm Information

Joseph Sreshta 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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Joseph Sreshta’s Registration & Firm History

TX

06/27/2022 - Present

Bleakley Financial Group, LLC (Houston TX)

TX

08/14/1984 - 09/16/2020

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (HOUSTON TX)

WI

08/13/1984 - 01/01/2002

ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)

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Licenses & Designations

BC

Issued 05/14/1986

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/19/1986

Series 7 - General Securities Representative Examination

BC

Issued 08/13/1984

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Joseph Sreshta.
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