Samuel Cari is not listed as a control person, but directly owns under 5% of Bleakley Financial Group.
Bleakley Financial Group is an investment adviser based in Parsippany, NJ, registered with the SEC since 2022. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients, and pension and profit-sharing plans. Its regulatory assets under management total $15.1 billion, as filed on 14 September 2026. Its fees, ownership and offices are on the firm’s profile.
Sam Cari is Chief Strategy Officer of OnePoint BFG. He is responsible for shaping the firm's long-term vision, identifying strategic growth opportunities, and aligning key initiatives across the platform. Formerly an attorney in private practice, he most recently served as Chief Legal Officer.
- CRD
- 5175064
- Firm
- Bleakley Financial Group · CRD 318366
- Role
- Chief Strategy Officer
- In role since
- April 2026 · under a year
- Control person
- Not listed
- Direct ownership
- Under 5%
- Firm headquarters
- Parsippany, NJ
- Individual registration
- No current adviser record · SEC search
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- onepointbfg.com
Where does Samuel Cari work?
Samuel Cari has been Chief Strategy Officer of Bleakley Financial Group, LLC since April 2026.
How can I verify Samuel Cari’s record?
Samuel Cari’s role is listed on Bleakley Financial Group, LLC’s Form ADV, which the SEC’s adviser search (adviserinfo.sec.gov) publishes under the firm’s CRD 318366.
- Andy SchwartzChief Executive Officer / Member
- Alexei MostovoiChief Financial Officer
Vincent NauheimerChief Operating Officer
Craig WeissChief Compliance Officer
Michael AxelrodMember
Peter BoockvarChief Investment Officer- John CooneyMember
- Joseph DuranMember
- Patrick HayesChief Legal Officer
- Scott SchwartzMember
Kevin SpahnMember