Jeffrey
Puglia
Bdfs Capital LLC
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About this Advisor
Jeffrey Puglia is a financial advisor based in Rehoboth Beach, Delaware, working with Bdfs Capital LLC. Jeffrey has previously held positions at Lpl Financial, Black Diamond Financial Solutions, and Ms Howells & Co. Jeffrey has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Delaware. Currently, Jeffrey is part of Bdfs Capital LLC, which operates out of Rehoboth Beach, Delaware. The firm has 6 employees and manages assets totaling $287.8 million. The firm serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and selection of other advisers. The fee structure at Bdfs Capital LLC includes asset-based, hourly, fixed, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Bdfs Capital LLC Brokerage Details
$287,773,935
6
1,493
$192,749
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Jeffrey Puglia Work History
Black Diamond Financial Solutions
Ms Howells & Co
Lpl Financial
Disclosures
Please visit the SEC profile of Jeffrey Puglia to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Bdfs Capital LLC
Rehoboth Beach, DE
Rehoboth Beach, DE
Rehoboth Beach, DE
Rehoboth Beach, DE
Rehoboth Beach, DE
Rehoboth Beach, DE
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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