Shane McGill
Financial advisor at Bleakley Financial Group, LLC · Parsippany, NJ
Last updated 2026-10-10
Claim your profileShane McGill is a financial advisor at Bleakley Financial Group, LLC in Parsippany, NJ, CRD 8043687. Licenses and exams on the registration: Series 66. IAPD registration began 2025-04-16.
Registration
- CRD number
- 8043687
- Registration status
- Active
- IAPD registration
- 2025-04-16
- Industry Experience
- 1 year
- Work Experience
- 11 years
- States registered
- NJ
Licenses and exams
- Series 66
Work history
- 2025-04 to 2025-09 · Lpl Enterprise LLC · Sussex, NJ
- 2015-01 to 2024-03 · Rowan University/vernon Township High School · Glassboro/sussex, NJ
- 2024-03 to 2025-05 · Bloomberg · Sussex, NJ
- 2022-07 to 2022-09 · Wells Fargo · Glassboro, NJ
- 2022-05 to 2022-07 · Civil Operations Group Inc · Glasssboro, NJ
- 2021-05 to 2021-09 · Mountain Creek · Sussex, NJ
- 2025-05 to 2025-09 · Prudential Advisors · Newark, NJ
- 2025-09 to Present · Bleakley Financial Group LLC Dba Onepoint Bfg Wealth Partners · Parsippany, NJ
Current employment
- Onepoint Bfg Wealth Partners · Parsippany, NJ
Bleakley Financial Group, LLC
- Regulatory AUM
- $15,127,499,616
- Registered advisors
- 124
- Offices
- 34
- Clients per advisor
- 69.7 (Moderate)
- Average AUM per client
- $1.7M (Low)
- High-net-worth client ratio
- 33.9% (Moderate)
Bleakley Financial Group, LLC: advisors, services and reported ETF investments
About
Shane McGill is a financial advisor at Onepoint Bfg Wealth Partners, operating as Bleakley Financial Group, LLC in Parsippany, NJ. Reported securities licenses include Series 66. The latest record indicates 1 year of industry experience and 11 years of reported work history. Reported roles include Bleakley Financial Group LLC Dba Onepoint Bfg Wealth Partners, Prudential Advisors, Lpl Enterprise LLC, Bloomberg, among others.
Bleakley Financial Group, LLC's firm-level Form ADV reports 124 advisors across 34 offices; approximately 69.7 clients per advisor, average assets per client of $1,749,451, and regulatory AUM of $15.1B; client categories including Individuals (non-HNW), High net worth individuals, Pension and profit-sharing plans, Charitable organizations, Corporations or other businesses; services including Financial Planning Services, Portfolio Management: Individuals and Small Businesses, Portfolio Management: Pooled Investment Vehicles, Portfolio Management: Businesses or Institutional Clients, Pension Consulting Services.
PortfolioFuture's firm-level 13F analysis covers $4.3B across 240 reported ETF positions for the 2026-06-30 reporting period. These are firm-level disclosures, not investments attributed to Shane McGill personally.
Reported ETF positions
Bleakley Financial Group reports 240 ETF positions worth $4.3B on Form 13F; the largest are listed.
| Fund | Reported value |
|---|---|
| IVV — iShares Core S&P 500 ETF | $422.3M |
| IJH — iShares Core S&P Mid-Cap ETF | $213M |
| IJR — iShares Core S&P Small-Cap ETF | $196.3M |
| VV — Vanguard Morningstar Large-Cap ETF | $180.5M |
| VO — Vanguard Morningstar Mid-Cap ETF | $155.3M |
Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.
Noteworthy reported investments
Bleakley Financial Group's strongest reported position on each research ranking. Institution-level evidence, not this advisor's or any client's holding.
| Ranking | Fund | Reported value | Percentile | Key figures |
|---|---|---|---|---|
| Similar Fund Ranking | CGDV — Capital Group Dividend Value ETF | $10.1M | Top 99.9% | Peer conviction 86.4% · Active return +5.44% |
| Addressable Market | CGDV — Capital Group Dividend Value ETF | $10.1M | Top 99.7% | Addressable AUM $8.7T · Peer conviction 86.4% |
| Residual Alpha | FNDX — Schwab Fundamental U.S. Large Company ETF | $3M | Top 99.5% | Residual alpha +2.49% · Residual Sharpe 0.14 |
| Diversification Benefits | TUSI — Touchstone Ultra Short Income ETF | $1.5M | Top 98.4% | Replicability (R²) 49.0% · Residual Sharpe 0.29 |
Historical comparisons from the published research release formed 2026-10-02; not forecasts or recommendations. Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.
What this firm offers
Filed by Bleakley Financial Group, LLC on Form ADV.
Client services
- Financial Planning Services
- Individuals and Small Businesses
- Pooled Investment Vehicles
- Businesses or Institutional Clients
- Pension Consulting Services
- Selection of Other Advisers
- Educational Seminars or Workshops
- Other Advisory Service
Fee options
- Percentage of Assets Under Management
- Hourly Charges
- Fixed Fees (Other Than Subscription)
Business and affiliations
- Insurance Company or Agency
Location
300 Kimball Drive, Parsippany, NJ 07054
124 advisors at this office.
Contact
The firm's filed contact details.
- Phone: (973) 575-4180
- Website: onepointbfg.com
Official record
Are you Shane McGill?
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