Nicholas Sersun
Investment Adviser Representative at Onepoint BFG Wealth Partners
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Nicholas Sersun is an investment adviser representative with Onepoint BFG Wealth Partners in Winter Park, FL, where they have been registered since 2026. They have worked in the securities industry since 2021 and were previously registered with Northwestern Mutual Investment Services, LLC. They have passed 4 industry qualification exams, including the Series 7 (general securities representative), Series 63 (state securities agent), and Series 6 (investment company and variable products). They are registered to provide investment advice in Florida.
Office
Advisors at this office: 5
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Florida
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Northwestern Mutual Life Insurance CompanyApr 2019 – Jan 2026Milwaukee, WI
- Northwestern Mutual Investment Services, LLCSep 2020 – Apr 2026Orlando, FL
- Clemson UniversityMay 2016 – Jun 2020Clemson, SC
- Clemson UniversityMay 2017 – Jul 2017Clemson, SC
- Northwestern Mutual Wealth Management CompanyMay 2021 – Jan 2026Milwaukee, WI
- Adam SinoffFeb 2026 – Apr 2026Orlando, FL
- Paul ArmstrongFeb 2026 – Apr 2026Orlando, FL
- Bleakley Financial Group dba OnePoint BFG Wealth PartnersApr 2026 – no end date reportedOrlando, FL
- Bleakley Financial Group dba Armstrong & Sinoff FinancialApr 2026 – no end date reportedOrlando, FL
Official records & sources
Data as of June 26, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Onepoint BFG Wealth Partners
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Fixed fee
- Estimated blended rate
- 0.02
- Up to $500,0002.00%
- $500,001 - $1,000,0001.85%
- $1,000,001 - $5,000,0001.70%
- Over $5,000,0000.00%
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Client types the firm serves
Firm assets under management
$5B–$25B
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 111
- Offices listed on AdvisorFinder:
- 13
- Main office:
- Parsippany, NJ
- SEC file number:
- 801-123232
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of September 14, 2026
View full firm profileOther advisors at Onepoint BFG Wealth Partners
Showing 12 of 111 in the directory
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Nicholas Sersun has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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