Vincent Nauheimer has been Chief Operating Officer of Bleakley Financial Group since July 2023, is not listed as a control person, but directly owns under 5% of the firm.
Bleakley Financial Group, LLC is a Parsippany, NJ firm with $15.1B under management, 8,647 clients and 104 advisers across 24 offices, as of its September 2026 filing.
Vincent Nauheimer is Chief Operating Officer of OnePoint BFG Wealth Partners. He is a member of OnePoint BFG's Executive Committee, where he drives organizational growth, efficiency, and innovation initiatives. He provides marketing consultation and business coaching services to advisory teams within the firm.
Vincent Nauheimer’s longest registration was 5 years at Private Advisor Group, LLC (2017–2022). Before joining Bleakley Financial Group in 2022, Vincent Nauheimer was registered through Private Advisor Group, LLC and Summit Equities Inc.
- Onepoint BFG Wealth PartnersCurrent– present · 4 yearsParsippany, NJ · Adviser representative · Firm CRD 318366
- Private Advisor Group, LLC– · 5 yearsFairfield, NJ · Adviser representative · Firm CRD 155216
- Summit Equities Inc– · 2 yearsParsippany, NJ · Adviser representative · Firm CRD 11039
- Summit Financial Resources Inc– · 2 yearsParsippany, NJ · Adviser representative · Firm CRD 104990
- Northwestern Mutual Investment Services,llc– · 1 yearMorristown, NJ · Adviser representative · Firm CRD 2881
Investment adviser representative registrations
Vincent Nauheimer is registered as an investment adviser representative in New Jersey, since July 2022.
- New JerseySince 15 July 2022
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 24 | General Securities Principal Examination | 19 May 2015 |
| Series 66 | Uniform Combined State Law Examination | 13 November 2013 |
| Series 7 | General Securities Representative Examination | 3 February 2011 |
| Series 63 | Uniform Securities Agent State Law Examination | 4 May 2009 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 13 April 2009 |
- Name
- Securities Industry Essentials Examination
- Name
- General Securities Principal Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- Vincent John Nauheimer
- CRD
- 5642320
- Firm
- Bleakley Financial Group · CRD 318366
- Role
- Chief Operating Officer
- Office
- 300 KIMBALL DRIVE, SUITE 310, Parsippany, NJ 07054
- Registration
- Investment adviser registration
- In the industry since
- April 2009
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- onepointbfg.com
Where does Vincent Nauheimer work?
Vincent Nauheimer has been Chief Operating Officer of Bleakley Financial Group, LLC since July 2023.
Is Vincent Nauheimer a financial advisor?
Yes. Vincent Nauheimer has a current investment-adviser registration in New Jersey, through Bleakley Financial Group since July 2022.
How many years of experience does Vincent Nauheimer have?
Vincent Nauheimer has 17 years in the financial industry, since April 2009, across 5 adviser firms.
What exams has Vincent Nauheimer passed?
Vincent Nauheimer has passed 5 licensing exams: the Series 6, Series 63, Series 7, Series 66 and Series 24. The earliest, the Series 6, was passed in April 2009. FINRA credited Vincent Nauheimer with the SIE, which began in October 2018.
Where did Vincent Nauheimer work before Bleakley Financial Group?
Before Bleakley Financial Group, Vincent Nauheimer was registered through Summit Equities Inc, February 2015 to June 2017; Summit Financial Resources Inc, February 2015 to June 2017; Northwestern Mutual Investment Services,llc, November 2013 to February 2015.
Where is Vincent Nauheimer based?
Vincent Nauheimer’s registered office is in Parsippany, NJ.
Is Vincent Nauheimer registered with FINRA?
No. Vincent Nauheimer has no current broker registration.
How can I verify Vincent Nauheimer’s record?
Search CRD 5642320 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Vincent Nauheimer’s full registration record.
- Andy SchwartzChief Executive Officer / Member
- Alexei MostovoiChief Financial Officer
Craig WeissChief Compliance Officer
Michael AxelrodMember
Peter BoockvarChief Investment Officer- Samuel CariChief Strategy Officer
- John CooneyMember
- Joseph DuranMember
- Patrick HayesChief Legal Officer
- Scott SchwartzMember
Kevin SpahnMember