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Michael Axelrod

Member at Bleakley Financial Group

Investment adviser registrationParsippany, NJSEC record checked 17 October 2026

30
Years in the industry
4
Years at the firm
4
Adviser firms
1
State registrations

IAPD record retrieved 17 October 2026SEC record

Michael Axelrod holds the title Member at Bleakley Financial Group, LLC, a Parsippany investment adviser managing $15.1B. Michael Axelrod has been registered through Bleakley Financial Group since 30 June 2022, has 30 years in the industry across 4 firms and has passed 5 licensing exams.

Role at Bleakley Financial Group

Title on Schedule A
Member
Control
Michael Axelrod is a control person of Bleakley Financial Group.
Ownership
An individual ownership band is not available in the source record.
Tenure
Michael Axelrod has held the filed role since April 2020.

The firm

Bleakley Financial Group, LLC
Parsippany, NJ

Form ADV filed 14 September 2026

$15.1B AUM8,647 clients104 advisers15 offices

Career on record

Michael Axelrod has been registered through Bleakley Financial Group since June 2022, and before that through Northwestern Mutual Investment Services,llc and Northwestern Mutual Wealth Management Company.

Firms and exams, newest first
  1. Onepoint Bfg Wealth PartnersCurrent
    – present · 4 years
    Parsippany, NJ · Adviser representative · Firm CRD 318366
  2. Passed SIE · 2018
  3. Private Advisor Group, LLC
    – · 8 years
    Fairfield, NJ · Adviser representative · Firm CRD 155216
  4. Northwestern Mutual Investment Services,llc
    – · 8 years
    Fairfield, NJ · Adviser representative · Firm CRD 2881
  5. Northwestern Mutual Wealth Management Company
    – · under a year
    Milwaukee, WI · Adviser representative · Firm CRD 109729
  6. Passed Series 66 · 2006
  7. Passed Series 7 · 2005
  8. Passed Series 63 · 1997
  9. Passed Series 6 · 1996

Registrations and exams

Michael Axelrod has a current investment-adviser registration in New Jersey and has passed 5 qualifying exams.

New Jersey1 July 2022
Scope
Investment adviser representative
Status
Approved

Examinations

Series 6621 December 2006
Name
Uniform Combined State Law Examination
Series 639 January 1997
Name
Uniform Securities Agent State Law Examination
SIE1 October 2018
Name
Securities Industry Essentials Examination
Series 718 January 2005
Name
General Securities Representative Examination
Series 610 May 1996
Name
Investment Company Products/Variable Contracts Representative Examination

Individual record

Full name
Michael Ian Axelrod
CRD
2595831
Firm
Bleakley Financial Group, LLC
Registration status
Investment adviser registration
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

Michael Axelrod is a managing partner and wealth advisor at OnePoint BFG Wealth Partners. The firm says he studied personal finance at the University of Wisconsin–Madison. Official firm biography

Common questions

Where does Michael Axelrod work?

Michael Axelrod has held the title Member at Bleakley Financial Group, LLC since April 2020, and is a control person of the firm.

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

Is Michael Axelrod a financial advisor?

Yes. Michael Axelrod has a current investment-adviser registration in New Jersey, through Bleakley Financial Group since June 2022, as of 17 October 2026.

Source: IAPD individual record, checked 17 October 2026

How many years of experience does Michael Axelrod have?

Michael Axelrod has worked in the financial industry for 30 years as of 17 October 2026, counted from 12 May 1996, across 4 adviser firms.

Source: IAPD individual record, checked 17 October 2026

What exams has Michael Axelrod passed?

Michael Axelrod has passed 5 licensing exams: the Series 6, Series 63, Series 7, Series 66 and SIE. The earliest, the Series 6, was passed in May 1996.

Source: IAPD individual record, checked 17 October 2026

Where did Michael Axelrod work before Bleakley Financial Group?

Before Bleakley Financial Group, Michael Axelrod was registered through Northwestern Mutual Investment Services,llc, June 2007 to February 2015; Northwestern Mutual Wealth Management Company, January 2007 to April 2007.

Source: IAPD individual record, checked 17 October 2026

Where is Michael Axelrod based?

Michael Axelrod’s 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 2595831. 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 Michael Axelrod 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.