Debra
Schatzki

Bpp Wealth Solutions, LLC

CRD#1025388
Investment Advisor
in Basking Ridge, NJ

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About this Advisor

Debra Schatzki is a certified financial planner based in Basking Ridge, New Jersey who has 10 years of industry experience. Schatzki is on the advisory team at Bpp Wealth Solutions, LLC. The advisor has gained experience at Comprehensive Asset Management & Servicing, Bpp Wealth Solutions, LLC and Mutual Securities, Inc. Schatzki holds Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is able to serve investors in New Jersey, New York and Texas. Bpp Wealth Solutions, LLC is an advisory firm that has its headquarters in Basking Ridge, NJ. It has just five financial advisors. It handles $152 million in assets across its 339 client accounts, placing it among the mid-sized financial advisory firms in the country by assets under management. Of its 339 customer accounts, 70% are associated with high-net-worth clients who have greater than $1 million in assets available to invest. Bpp Wealth Solutions, LLC performs a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. Financial management fee schedules typically vary depending on which services are provided. Fee types billed by Bpp Wealth Solutions, LLC likely include some blend of asset-based and fixed fees.

Certifications and Registrations

Series 63, Series 65, CERTIFIED FINANCIAL PLANNER™

Years Registered*

10 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

25 Mountainview Blvd., Suite 202A
Basking Ridge, NJ 07920

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Bpp Wealth Solutions, LLC Brokerage Details

Total Assets Under Management

$151,518,611

NJ Average: $10,121,009,343
Total Number of Employees

5

NJ Average: 92
Total Number of Accounts

339

NJ Average: 6,978
Average Account Size

$446,958

NJ Average: $1,450,417

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers

Debra Schatzki Work History

Debra has been registered as a financial advisor for 10 years.*

2015 - Present (9 years)

Mutual Securities, Inc

2013 - Present (11 years)

Bpp Wealth Solutions, LLC

2009 - 2015 (6 years)

Comprehensive Asset Management & Servicing

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Debra Schatzki 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 Bpp Wealth Solutions, LLC

Kelly Pearce
Basking Ridge, NJ
Lisa Crosta
Basking Ridge, NJ
Debra Schatzki
Basking Ridge, NJ

The content in this profile was updated by SmartAsset on 4/16/2023. 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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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