Vetted Advisor's Table

Scott Schwartz, CFP®
Bleakley Financial

Tel: 973-830-9530
100 Passaic Avenue
Suite 300
Fairfield, NJ 07004
Bleakley Financial | Financial Advisor in Fairfield ,NJ

About Scott Schwartz

Scott Schwartz is a CERTIFIED FINANCIAL PLANNER (CFP®) with over 40 years of experience. He is also a sought-after speaker who has lectured nationally to financial service professionals and has appeared in numerous major media regarding financial issues. He has been included in Forbes list of Best-in-State Wealth Advisors, NJ from 2018-2023. He was also included in the Financial Times Top 400 Financial Advisors in 2019.

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board's initial and ongoing certification requirements.

About Bleakley Financial

For more than 30 years, the Bleakley Financial Group team* has been providing customized financial planning and wealth management services to a diverse array of clients across the country. As an independent firm, we pride ourselves on delivering personalized guidance to fit the goals and lifestyle needs of each customer.

With more than three decades of experience, our state-of-the-art financial planning comes with a personal touch. Our team consists of more than 100 investment professionals, from financial advisors and research assistants to client support associates. Bleakley has created a collaborative culture of innovation and excellence that's unmatched in the industry. At Bleakley Financial, you're our top priority, and we're committed to turning your financial vision into reality. The Bleakley Financial Team has been providing wealth management services since 1985 within various firms. Bleakley Financial Group, LLC was founded in 2015.

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General Information

Firm Start Year:   1985
No. of Employees:   100-499
Insurance License#:   613500
Number of Years with Current Firm:   40
Advisory Services Provided:   Retirement Planning, Portfolio Management, Financial Planning, Estate Planning & Trusts, Investment Advice & Management, Financial Advice & Consulting, 401K Rollovers, Wealth Management, Money Management, Risk Management, Tax Advice and Services, Financial Planning for Businesses, Financial Planning for Individuals, Education Funding and Planning, Insurance Products & Annuities


Investment Types:   Exchange Traded Funds (ETFs), Bonds, Options & Futures, Commodities, Stocks, Annuities, Insurance, Mutual Funds, Socially Responsible Investments (SRI)
Can meet clients in the following ways:   Your Home, Our Office, Phone, Email, Your Office, Video Conference, Our Offices

Qualifications & Memberships

Insurance and Annuity Licenses:   Disability, Accident, Annuity, Health, Life, Long Term Care, Variable Life, Variable Annuity

Firm Information

Assets Managed by Firm:   7,454,388,626
Assets Managed by Advisor:   $607,000,000

Compensation and Fees

Fee Structure:   Fee-Based
Minimum Portfolio Size for New Managed Accounts:   $500,000
Compensation Methods:   Based on Assets


Bachelor of Science  - Finance   Rowan University


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Additional Detailed Disclosures



Advisors associated with Bleakley Financial Group, LLC may be: (1) registered representatives with, and securities offered through LPL Financial, Member FINRA/SIPC, (2) registered representatives with, and securities offered through LPL Financial, Member FINRA/SIPC and investment advisor representatives of Bleakley Financial Group, LLC; or (3) solely investment advisor representatives of Bleakley Financial Group, LLC, and not affiliated with LPL Financial. Investment advice offered through Bleakley Financial Group, LLC, a registered investment advisor and separate entity from LPL Financial.


Registered Investment Advisor:


Registered Representative:


Investment Advisor Representative:


Acknowledged fiduciary:


Compliance Disclosures in Last 5 years:

I have a clean record

Criminal Disclosures in Last 5 years:

I have a clean record

Office Hours

Mon. 9:00 AM - 6:00 PM
Tue. 9:00 AM - 6:00 PM
Wed. 9:00 AM - 6:00 PM
Thu. 9:00 AM - 6:00 PM
Fri. 9:00 AM - 6:00 PM