Debra
Schatzki

Bpp Wealth Solutions, LLC

CRD#1025388
Investment Advisor
in New York, NY
Are you Debra Schatzki? Claim this listing.

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Debra Schatzki is a certified financial planner based in New York, New York. Currently a registered advisor with Bpp Wealth Solutions, LLC, Schatzki has 19 years of professional experience in the financial advisory industry. Schatzki has Series 63 and Series 65 licenses, which designate the advisor as both a securities agent and an investment advisor representative. Schatzki is registered to work with clients based out of New Jersey and Texas. During their career, the advisor has held roles at Weiser Capital Management, M&K Investment Advisors LLC, Valmark Securities, Inc, Comprehensive Asset Management & Servicing, Comprehensive Capital Management, Bpp Wealth Solutions, LLC and Mutual Securities, Inc. Bpp Wealth Solutions, LLC is based out of New York, New York. As a company, Bpp Wealth Solutions, LLC manages $52 million in assets throughout 198 client accounts and employs five staff members. The level of assets currently under the firm's management places it among the smaller financial advisory firms in the nation. All of the firm's accounts are managed on a discretionary basis, in which the advisor makes investment decisions at their discretion. Currently 18% of the advisor firm's clients are high-net-worth individuals, meaning they have more than $1 million in capital. Bpp Wealth Solutions, LLC can offer financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. The firm's fees may include asset-based and fixed fees.

Certifications and Registrations

Series 63, Series 65, Certified Financial Planner

Years of Experience

19 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

Disclosures

No

Office Location

45 Broadway 17Th Floor
New York, NY 10006

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Bpp Wealth Solutions, LLC Brokerage Details

Total Assets Under Management

$44,803,433

NY Average: $7,464,549,021
Total Number of Employees

5

NY Average: 88
Total Number of Accounts

195

NY Average: 3,892
Average Account Size

$229,761

NY Average: $1,917,921

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started

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 19 years of experience.

2015 - Present (4 years)

Mutual Securities, Inc

2013 - Present (6 years)

Bpp Wealth Solutions, LLC

2010 - 2013 (3 years)

Comprehensive Capital Management

2009 - 2015 (6 years)

Comprehensive Asset Management & Servicing

2008 - 2009 (1 years)

Valmark Securities, Inc

2007 - 2010 (3 years)

Weiser Capital Management

1999 - 2008 (9 years)

M&K Investment Advisors LLC

Disclosures

Debra Schatzki has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started