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Craig Weiss

Chief Compliance Officer at Bleakley Financial Group

Investment adviser and broker registrationsParsippany, NJSEC record checked 17 October 2026

32
Years in the industry
2
Years at the firm
8
Adviser firms
1
State registrations

IAPD record retrieved 17 October 2026SEC record

Craig Weiss is Chief Compliance Officer of Bleakley Financial Group, LLC, a Parsippany investment adviser managing $15.1B. Craig Weiss has been registered through Bleakley Financial Group since 22 April 2024, has 32 years in the industry across 8 firms and has passed 13 licensing exams.

Role at Bleakley Financial Group

Title on Schedule A
Chief Compliance Officer
Control
Craig Weiss is not a control person of Bleakley Financial Group.
Ownership
An individual ownership band is not available in the source record.
Tenure
Craig Weiss has held the filed role since April 2024.

The firm

Bleakley Financial Group, LLC
Parsippany, NJ

Form ADV filed 14 September 2026

$15.1B AUM8,647 clients104 advisers15 offices

Career on record

Craig Weiss has been registered through Bleakley Financial Group since April 2024, and before that through Summit Financial, LLC, Summit Financial Resources Inc, Summit Equities Inc, Granite Springs Asset Management, LLC, Msi Financial Services, Inc., Comprehensive Capital Management, Inc. and J.p. Morgan Securities LLC.

Firms and exams, newest first
  1. Onepoint Bfg Wealth PartnersCurrent
    – present · 2 years
    Parsippany, NJ · Adviser representative · Firm CRD 318366
  2. Passed Series 10, Series 14, Series 9, Series 99TO, Series 79TO and Series 52TO · 2023
  3. Summit Financial, LLC
    – · 5 years
    Parsippany, NJ · Adviser representative · Firm CRD 299322
  4. Summit Financial, LLC
    – · under a year
    Parsippany, NJ · Adviser representative · Firm CRD 299322
  5. Passed SIE · 2018
  6. Summit Financial Resources Inc
    – · 1 year
    Parsippany, NJ · Adviser representative · Firm CRD 104990
  7. Summit Equities Inc
    – · 1 year
    Parsippany, NJ · Adviser representative · Firm CRD 11039
  8. Granite Springs Asset Management, LLC
    – · 1 year
    Summit, NJ · Adviser representative · Firm CRD 149582
  9. Msi Financial Services, Inc.
    – · under a year
    Somerset, NJ · Adviser representative · Firm CRD 14251
  10. Comprehensive Capital Management, Inc.
    – · 2 years
    Parsippany, NJ · Adviser representative · Firm CRD 119890
  11. J.p. Morgan Securities LLC
    – · 1 year
    Morristown, NJ · Adviser representative · Firm CRD 79
  12. Passed Series 66 · 2012
  13. Passed Series 24, Series 53 and Series 4 · 1995
  14. Passed Series 7 and Series 63 · 1993

Registrations and exams

Craig Weiss has a current investment-adviser registration in New Jersey and has passed 13 qualifying exams.

New Jersey22 April 2024
Scope
Investment adviser representative
Status
Approved

Examinations

Series 6610 December 2012
Name
Uniform Combined State Law Examination
Series 6323 July 1993
Name
Uniform Securities Agent State Law Examination
Series 102 January 2023
Name
General Securities Sales Supervisor - General Module Examination
Series 142 January 2023
Name
Compliance Officer Examination
Series 92 January 2023
Name
General Securities Sales Supervisor - Options Module Examination
Series 43 October 1995
Name
Registered Options Principal Examination
Series 5328 June 1995
Name
Municipal Securities Principal Examination
Series 2417 May 1995
Name
General Securities Principal Examination
Series 99TO2 January 2023
Name
Operations Professional Examination
Series 79TO2 January 2023
Name
Investment Banking Registered Representative Examination
Series 52TO2 January 2023
Name
Municipal Securities Representative Examination
SIE1 October 2018
Name
Securities Industry Essentials Examination
Series 71 July 1993
Name
General Securities Representative Examination

Individual record

Full name
Craig Barry Weiss
CRD
2354195
Firm
Bleakley Financial Group, LLC
Registration status
Investment adviser and broker registrations
Office
300 KIMBALL DRIVE, SUITE 310, Parsippany, NJ 07054
Firm bio
onepointbfg.com

This directory does not report disciplinary history, for any firm or individual, in either direction. The SEC publishes the complete record, including any disciplinary events, and it is the authoritative place to check one. Check this record on adviserinfo.sec.gov

Background

Craig Weiss is chief compliance officer at OnePoint BFG Wealth Partners and is responsible for the firm’s compliance program. The firm says he earned a bachelor’s degree in American Studies and Legal Studies from Brandeis University. Official firm biography

Common questions

Where does Craig Weiss work?

Craig Weiss has been Chief Compliance Officer of Bleakley Financial Group, LLC since April 2024.

Source: Form ADV, Schedule A, filed 14 September 2026

Is Craig Weiss a financial advisor?

Yes. Craig Weiss has a current investment-adviser registration in New Jersey, through Bleakley Financial Group since April 2024, as of 17 October 2026.

Source: IAPD individual record, checked 17 October 2026

How many years of experience does Craig Weiss have?

Craig Weiss has worked in the financial industry for 32 years as of 17 October 2026, counted from 13 March 1994, across 8 adviser firms.

Source: IAPD individual record, checked 17 October 2026

What exams has Craig Weiss passed?

Craig Weiss has passed 13 licensing exams: the Series 7, Series 63, Series 24, Series 53, Series 4, Series 66, SIE, Series 10, Series 14, Series 9, Series 99TO, Series 79TO and Series 52TO. The earliest, the Series 7, was passed in July 1993.

Source: IAPD individual record, checked 17 October 2026

Where did Craig Weiss work before Bleakley Financial Group?

Before Bleakley Financial Group, Craig Weiss was registered through Summit Financial, LLC, December 2018 to April 2024; Summit Financial, LLC, December 2018 to December 2018; Summit Financial Resources Inc, July 2017 to September 2018; Summit Equities Inc, June 2017 to December 2018; Granite Springs Asset Management, LLC, September 2016 to July 2017; Msi Financial Services, Inc., July 2016 to September 2016; Comprehensive Capital Management, Inc., July 2014 to June 2016; J.p. Morgan Securities LLC, December 2012 to July 2013.

Source: IAPD individual record, checked 17 October 2026

Where is Craig Weiss based?

Craig Weiss’ registered office is in Parsippany, NJ.

Source: IAPD individual record, checked 17 October 2026

Leadership at Bleakley Financial Group

Sources

  1. IAPD individual record, CRD 2354195. Registration status, employment history and examinations.
  2. Form ADV Part 1A, Schedules A and B of Bleakley Financial Group, LLC, filed 14 September 2026. Title, control and ownership bands.
  3. Bleakley Financial Group team page. Biography, education, credentials, awards.

Retrieved 17 October 2026. The SEC record may have been amended since.

Report a correction

This profile is compiled from public regulatory records and the firm's own published materials, and is provided for informational purposes only. Niva Wealth is not affiliated with Craig Weiss or Bleakley Financial Group, LLC and makes no representation about the quality of their services. This directory does not report disciplinary history, in either direction.