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Peter David Boockvar

Bleakley Financial Group, LLC

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About Peter David Boockvar

Peter David Boockvar is an investment advisor representative at Bleakley Financial Group, LLC. Peter has over 25 years of experience in the financial services industry. Peter is registered with the Securities and Exchange Commission (SEC) and has a Series 7, Series 63, and Series 65 license. Peter's previous employment includes positions at Morgan Stanley, Miller Tabak + Co., LLC and Miller Tabak Hirsch & Co. Peter's specialties include portfolio management for businesses and individuals.

Firm Information

Peter Boockvar 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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Peter Boockvar’s Registration & Firm History

NJ

06/29/2022 - Present

Bleakley Financial Group, LLC (FAIRFIELD NJ)

NY

06/19/2013 - 08/07/2013

MORGAN STANLEY (NEW YORK NY)

NY

07/07/2000 - 01/02/2013

MILLER TABAK + CO., LLC (NEW YORK NY)

NY

11/09/1998 - 07/07/2000

MILLER TABAK HIRSCH & CO. (NEW YORK NY)

NY

11/30/1994 - 09/14/1998

MILLER TABAK HIRSCH & CO. (NEW YORK NY)

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Licenses & Designations

IA

Issued 06/12/2015

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 08/07/1995

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 11/23/1994

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Peter David Boockvar.
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