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Frank Lepore

Bleakley Financial Group

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Paladin Registry Member

This advisor or firm is a vetted, documented member of the Paladin Registry.

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Paladin Research Report For:

Frank Lepore

Bleakley Financial Group

Frank Lepore, a financial fiduciary has been a Paladin Registry member since 2019. Frank is the partner in Bleakley Financial Group. Frank holds the Certified in Long-Term Care certifications and has over 18 years of experience. Frank provides financial services to clients in the Fairfield, New Jersey area.

I. Snapshot

A. Registry Member
  • Since 2019
B. Years of Experience
  • 18
C. College Degrees
  • Montclair State University - Bachelor of Science in Business
D. Certifications
  • CLTC
E. Financial Fiduciary
  • Yes
F. Business Philosophy
G. Asset Requirement
  • $100,000

II. Contact Information

A. Key Contact
  • Did Not Answer
B. Main Location
  • 100 Passaic Ave
    Suite 300
    Fairfield, New Jersey, 07004
C. Telephone
  • 973.244.4237

III. Internet

A. Visit Website
B. Social Connections

IV. Firm(s)

A. Name of Firm
  • Bleakley Financial Group
B. Relationship to Firm
  • Partner
C. Name of RIA
  • Private Advisor Group
D. Name of Broker/Dealer
  • LPL Financial
E. Name(s) of Custodian(s)
  • LPL Financial
  • Charles Schwab
  • Pershing

V. Credentials

A. Years of Financial Experience
  • 18 Years
B. College, Degrees, Years
  • Montclair State University - Bachelor of Science in Business
C. Current Certifications
D. Association Memberships
  • None

VI. Registration, Licensing,
Compliance

A. RIA/IAR Registration
  • RIA and IAR
B. Type of RIA Registration
  • SEC
C. Industry Licenses
  • None
  • Securities License(s)
  • Insurance License(s)
D. Registration & License Numbers
  • CRD: 4695659
  • IARD: 155216
  • Insurance: 302050
E. State Licences
  • Financial Advice, Services for Fees: All 50 States
  • Investment Products for Commission: All 50 States
  • Insurance Products for Commission: See List
    • California
    • Florida
    • Indiana
    • Massachusetts
    • New Jersey
    • North Carolina
F. Compliance Record (Investment)
  • No Disclosures
G. Compliance Record (Insurance)
  • No Disclosures
H. Criminal Disclosure(s)
  • None
I. Additional Disclosure(s)
  • None
J. View our ADV(s)
  • Available Upon Request
K. Links

VII. Business Data & Practices

A. Business Philosophy
B. Minimum Asset Requirement
  • $100,000
C. Number of Current Clients
  • 300
D. Assets (Management, Advisement)
  • $150,000,000
E. Methods of Compensation
  • Fixed Fee
  • Asset-Based Fee
  • Commissions (Insurance Products)
F. Methods of Communication
  • Face-to-Face Meetings
  • Telephone
  • Email
  • Skype/Voice
  • Skype/Video-Voice
G. Types of Reports (Frequency)
  • Performance (Monthly)
  • Brokerage Statement (Monthly)
  • Market Environment (Quarterly)
  • Newsletters (Quarterly)
H. Second Language(s)
  • None
I. Value Statement
  • Not Available

VIII. Clients & Services

A. Types of Clients
  • Individuals & Couples (Working)
  • Individuals & Couples (Retired)
  • Business Pension Plans
  • Business (Taxable)
  • Endowments & Foundations
  • Taft-Hartley Pension Plans
  • Public Pension Plans
B. Types of Financial Services
  • Planning Advice & Services
  • Investment Advice & Services
  • Insurance Products
C. Discretionary Asset Management
  • Discretionary and Non-Discretionary
D. Limited Engagement Services
  • Planning Only
  • Financial Plan Reviews
  • Investment Portfolio Reviews

IX. Certification

Advisor Name
  • Frank Lepore
Most Recent Update:
  • Dec 2, 2019

BASIC INFORMATION NEEDED FOR THE INQUIRY

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