Bpp Wealth Solutions, LLC
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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
Years of Experience
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Bpp Wealth Solutions, LLC Brokerage Details
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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.
Mutual Securities, Inc
Bpp Wealth Solutions, LLC
Comprehensive Capital Management
Comprehensive Asset Management & Servicing
Valmark Securities, Inc
Weiser Capital Management
M&K Investment Advisors LLC
Debra Schatzki has no disclosures.
Please visit their SEC profile for more details.