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Robert John Schwartz

Bleakley Financial Group, LLC

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About Robert John Schwartz

Robert John Schwartz is a registered investment advisor representative with Bleakley Financial Group, LLC. Robert has been in the industry since 2021 and is currently licensed in 10 states. Robert also provides investment advisory services through Bleakley Financial Group, LLC, an independent investment advisor firm. Bleakley Financial Group, LLC is a registered investment adviser firm that provides financial planning and portfolio management services to individuals, families, and businesses. The firm has been in business for over 30 years and manages over $9 billion in assets.

Firm Information

Robert Schwartz 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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Robert Schwartz’s Registration & Firm History

NJ

10/16/2023 - Present

Bleakley Financial Group, LLC (FAIRFIELD NJ)

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Licenses & Designations

BOTH

Issued 08/19/2021

Series 66 - Uniform Combined State Law Examination

BC

Issued 06/17/2021

Series 7TO - General Securities Representative Examination

BC

Issued 03/13/2021

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Robert John Schwartz.
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