Chief Legal Officer · Onepoint BFG Wealth Partners
Patrick D. Hayes
CRD 6571587 · Named on Form ADV at 14 SEC-registered advisers
At a glance
Onepoint BFG Wealth Partners, an SEC-registered wealth manager based in Parsippany, NJ with $15.1 billion in regulatory assets, lists Patrick D. Hayes on its Form ADV as Chief Legal Officer. The SEC filings also name Patrick at 13 other registered advisers.
Firms and roles
- Onepoint BFG Wealth PartnersChief Legal OfficerWealth manager · Parsippany, NJ · $15B in regulatory assets
- Constellation Wealth AdvisorsChief Compliance OfficerWealth manager · Cincinnati, OH · $5.4B in regulatory assets
- PCA Investment Advisory Services, Inc.Chief Legal OfficerAsset manager · Cincinnati, OH · $4.3B in regulatory assets
- Wealthquest CorporationChief Compliance OfficerWealth manager · Cincinnati, OH · $2.2B in regulatory assets
- Souders Financial Advisors, LLCChief Legal OfficerWealth manager · Cincinnati, OH · $1.4B in regulatory assets
- Wealth Dimensions Group, LTD.Chief Legal OfficerWealth manager · Cincinnati, OH · $1.2B in regulatory assets
- Timber Bay Partners, LLCChief Legal OfficerPrivate fund adviser · Cincinnati, OH · $1.1B in regulatory assets
- Verita Strategic Wealth Partners, LLCChief Compliance OfficerWealth manager · SAN Francisco, CA · $1.0B in regulatory assets
- Canopy PartnersChief Legal OfficerWealth manager · Cincinnati, OH · $869M in regulatory assets
- Wealth Dimensions Family Office, IncChief Legal OfficerWealth manager · Cincinnati, OH · $716M in regulatory assets
- Arena Private WealthChief Legal OfficerWealth manager · Chicago, IL · $405M in regulatory assets
- Inflection Capital Management, LLCChief Compliance OfficerWealth manager · SAN Francisco, CA · $366M in regulatory assets
- Brixey & Meyer Capital LLCChief Compliance OfficerPrivate fund adviser · Cincinnati, OH · $202M in regulatory assets
- Cintrifuse CapitalChief Compliance OfficerPrivate fund adviser · Cincinnati, OH · $180M in regulatory assets
AtlasMembers
Patrick’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at each firm
- 14 firmsLocked
- Control-person status
- Locked
- When each role began
- Locked
- Each firm’s assets and growth
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Colleagues named on the same filings (61)
- Michael I. AxelrodMember, Onepoint BFG Wealth Partners
- Peter D. BoockvarChief Investment Officer, Onepoint BFG Wealth Partners
- John D. CooneyMember, Onepoint BFG Wealth Partners
- Andy M. SchwartzChief Executive Officer / Member, Onepoint BFG Wealth Partners
- Scott D. SchwartzMember, Onepoint BFG Wealth Partners
56 more people named with Patrick on the same filings, with titles and firms. Free in Atlas with a free account.
See all 61 freeSomething wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Patrick’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.