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Frank Lepore

Bleakley Financial Group

100 Passaic Avenue
Suite 300

Fairfield, NJ 07004


A Focused Mission from a Trusted Partner

About Bleakley Financial Group

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.

Comprehensive Financial Planning and Wealth Management.

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.

See Disclosures

General Information

Firm Start Year


No. of Employees




Firm CRD#


Insurance License#

CA License #0F11615

Name of Broker/Dealer

LPL Financial

Name of Custodial Firm

LPL Financial, Charles Schwab, Pershing, and Fidelity

Years of Experience in Financial Services


Number of Years with Current Firm


Advisory Services Provided

Investment Advice & Management, Risk Management, Education Funding and Planning, Financial Planning for Individuals, Insurance Products & Annuities, Financial Planning, Retirement Planning, Portfolio Management, Wealth Management, Financial Planning for Businesses


Registered Investment Advisor


Registered Representative


Investment Advisor Representative


Qualifications & Membership

Securities Licenses

Series 65, Series 7, Series 6, Series 66

Insurance and Annuity Licenses

Annuity, Health, Life, Variable Annuity, Long Term Care, Variable Life, Disability

Firm Information

Assets Managed by Firm


Compensation and Fees

Fee Structure


Compensation Methods

Flat Fee

Minimum Fee Charged for Managed Accounts



Bachelors of Science - Business

Montclair State University
09/01/1999 - 05/01/2003

Disclosures provides referrals to financial professionals. is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for to make these referrals, resulting in a conflict of interest.

Additional Detailed Disclosures


Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Bleakley Financial Group, a registered investment adviser and separate entity from LPL Financial. The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.