Bringing you live news and features since 2006 

LPL to provide custodial and broker-dealer services for Bleakley Financial


Retail investment advisory firm and independent broker/dealer LPL Financial is providing custodial and broker-dealer services to Bleakley Financial Group (Bleakley), an independent financial advisory firm.

Bleakley provides advisory services through Private Advisor Group, an investment advisor firm that uses LPL’s hybrid RIA platform. Private Advisor Group reported that, as of 30 September, 2015, Bleakley’s advisors serve USD3 billion of client assets.
Based in Fairfield, NJ, Bleakley has served clients throughout the country with comprehensive financial planning and commission- and fee-based wealth management for more than 30 years. Its team of approximately 110 investment professionals includes financial advisors, research assistants, client service associates and administrative support. Catering to a high-net-worth clientele of individuals, families and business owners, Bleakley offers financial and investment planning, retirement planning, estate planning, and insurance and risk planning. Its advisory model is based on a disciplined long-term financial planning process that addresses the complexity of each client’s individual situation. Many of Bleakley’s advisors hold advanced degrees in business, law and accounting, as well as industry certifications, and work closely with their clients’ legal and tax advisors to work toward achieving an optimal financial outcome for each client.
Scott Schwartz (pictured), a principal of Bleakley Financial Group, says: “Our affiliation with LPL and Private Advisor Group enables Bleakley to offer our clients the full benefits of our independence, including objective advice and a broad range of products. The available tools and resources also help us fulfil our commitment to providing superior service as we meticulously plan each financial recommendation and decision.”
“We are very pleased that Bleakley Financial Group has chosen LPL as its broker-dealer and as a custodian for its advisory assets,” says Steve Pirigyi, executive vice president of business development at LPL Financial. “Over the years, Bleakley has built an exceptional organisation. We are proud to support the firm in fulfilling its goal of serving the needs of its clients and helping them strive to achieve their long-term financial goals.”  

Latest News

European ETFs raised USD47.8 billion in Q1, a 15 per cent increase compared to the same period in 2023, according..
LSEG Lipper’s March report finds that globally equity ETFs (+EUR113.2 billion) enjoyed the highest estimated net inflows for the month,..
Morningstar has published a review of the European ETF market for the first quarter 2024, which finds that it gathered..
ETF data consultant ETFGI reports that assets invested in the global ETF industry reached a new record of USD12.71 trillion..

Related Articles

Kristen Mierzwa, FTSE Russell
Index Investments Group (IIG), a division within index provider FTSE Russell, has extended its range of indices through two new...
US ETF issuers of active ETFs are facing an increase in fees from the big custodian firms, such as Charles...
Taylor Krystkowiak, Themes ETFs
Themes ETFs opened its doors in December 2023, with an introductory suite of 11 ETFs – seven thematic and four...
Konrad Sippel, Solactive
At the end of March, financial index specialist, Solactive, published its 2024 annual report on future trends.  ...
Subscribe to the ETF Express newsletter

Subscribe for access to our weekly newsletter, newsletter archive, updates on the site and exclusive email content.

Marketing by