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Peter Boockvar

Chief Investment Officer at Bleakley Financial Group

Investment adviser registrationParsippany, NJSEC record checked 17 October 2026

11
Years in the industry
4
Years at the firm
3
Adviser firms
4
State registrations

IAPD record retrieved 17 October 2026SEC record

Peter Boockvar is Chief Investment Officer of Bleakley Financial Group, LLC, a Parsippany investment adviser managing $15.1B. Peter Boockvar has been registered through Bleakley Financial Group since 28 June 2022, has 11 years in the industry across 3 firms and has passed the Series 7, Series 63 and Series 65.

Role at Bleakley Financial Group

Title on Schedule A
Chief Investment Officer
Control
Peter Boockvar is not a control person of Bleakley Financial Group.
Ownership
An individual ownership band is not available in the source record.
Tenure
Peter Boockvar has held the filed role since January 2018.

The firm

Bleakley Financial Group, LLC
Parsippany, NJ

Form ADV filed 14 September 2026

$15.1B AUM8,647 clients104 advisers15 offices

Career on record

Peter Boockvar has been registered through Bleakley Financial Group since June 2022, and before that through Advisory Services Network.

Firms and exams, newest first
  1. Onepoint Bfg Wealth PartnersCurrent
    – present · 4 years
    Parsippany, NJ · Adviser representative · Firm CRD 318366
  2. Private Advisor Group, LLC
    – · 5 years
    Fairfield, NJ · Adviser representative · Firm CRD 155216
  3. Advisory Services Network
    – · 3 years
    Syosset, NY · Adviser representative · Firm CRD 146051
  4. Passed Series 65 · 2015
  5. Passed Series 63 · 1995
  6. Passed Series 7 · 1994

Registrations and exams

Peter Boockvar has a current investment-adviser registration in Connecticut, Florida, New Jersey and New York and has passed 3 qualifying exams.

Connecticut29 June 2022
Scope
Investment adviser representative
Status
Approved
Florida1 August 2022
Scope
Investment adviser representative
Status
Approved
New Jersey28 June 2022
Scope
Investment adviser representative
Status
Approved
New York29 June 2022
Scope
Investment adviser representative
Status
Approved

Examinations

Series 6512 June 2015
Name
Uniform Investment Adviser Law Examination
Series 637 August 1995
Name
Uniform Securities Agent State Law Examination
Series 723 November 1994
Name
General Securities Representative Examination

Individual record

Full name
Peter David Boockvar
CRD
2551482
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

Peter Boockvar is chief investment officer at OnePoint BFG Wealth Partners and leads its investment management program. The firm says he previously worked at the Lindsey Group, Omega Advisors and Miller Tabak & Company, and earned a BBA in finance from George Washington University. Official firm biography

Common questions

Where does Peter Boockvar work?

Peter Boockvar has been Chief Investment Officer of Bleakley Financial Group, LLC since January 2018.

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

Is Peter Boockvar a financial advisor?

Yes. Peter Boockvar has a current investment-adviser registration in Connecticut, Florida, New Jersey and New York, 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 Peter Boockvar have?

Peter Boockvar has worked in the financial industry for 11 years as of 17 October 2026, counted from 6 July 2015, across 3 adviser firms.

Source: IAPD individual record, checked 17 October 2026

What exams has Peter Boockvar passed?

Peter Boockvar has passed 3 licensing exams: the Series 7, Series 63 and Series 65. The earliest, the Series 7, was passed in November 1994.

Source: IAPD individual record, checked 17 October 2026

Where did Peter Boockvar work before Bleakley Financial Group?

Before Bleakley Financial Group, Peter Boockvar was registered through Advisory Services Network, July 2015 to January 2018.

Source: IAPD individual record, checked 17 October 2026

Where is Peter Boockvar based?

Peter Boockvar’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 2551482. 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 Peter Boockvar 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.