Experience

Bleakley Financial Group

• United States
• Financial Services
• 1 - 100 Employee

• Principal

  • 1984 - Present

  Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The financial professionals associated with LPL Financial 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. The Forbes Best-In-State Wealth Advisor ranking was developed by SHOOK Research. The Forbes Best-In-State Wealth Advisor ranking was issued to Scott Schwartz in 2018, 2019, 2020, 2021, and 2022 based off reported data as of June 30th in that calendar year. These rankings are based on in-person and telephone due diligence meetings and a ranking algorithm that includes client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including assets under management and revenue generated for their firms. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK Research receives a fee from Bleakley Financial Group, LLC or Scott Schwartz in exchange for these rankings. Show less