AdvisorOS Directory
Claim Profile
JP

Jeffrey Thomas Puglia

BDFS CAPITAL LLC·REHOBOTH BEACH, Delaware
Unclaimed Profile
19409 PLANTATION RD, REHOBOTH BEACH, DE 19971CRD# 2926402Firm CRD# 287680
01

About

Jeffrey Thomas Puglia is a registered financial advisor based in REHOBOTH BEACH, Delaware, affiliated with BDFS CAPITAL LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
BDFS CAPITAL LLC
BDFS CAPITAL LLC
AUM
$288M
Regulatory assets under management
Employees
8
Total firm employees
View all advisors at BDFS CAPITAL LLC →
Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Other: SELECTION OF OTHER ADVISORS FEES
Regulatory
SEC/IARD CRD# 2926402
Firm CRD# 287680
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in REHOBOTH BEACH?

Browse all registered financial advisors in REHOBOTH BEACH, Delaware or claim this profile if it's yours.

Browse REHOBOTH BEACH AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Jeffrey Thomas Puglia offer?
Jeffrey Thomas Puglia specializes in Financial Planning, Investment Management. Contact their office in REHOBOTH BEACH, Delaware for a consultation.
What are Jeffrey Thomas Puglia's credentials?
Jeffrey Thomas Puglia is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jeffrey Thomas Puglia located?
Jeffrey Thomas Puglia is based in REHOBOTH BEACH, Delaware, working with BDFS CAPITAL LLC. Their office serves clients in the REHOBOTH BEACH metropolitan area and surrounding communities.
How does Jeffrey Thomas Puglia charge for services?
Jeffrey Thomas Puglia's firm is compensated through percentage of aum, hourly charges, subscription fees, other: selection of other advisors fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is BDFS CAPITAL LLC?
BDFS CAPITAL LLC has approximately 8 employees and manages $288M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in REHOBOTH BEACH
Marguerite Cassandra Toroian — BELL ROCK CAPITAL, LLCJacquelyn Kerry Blue — BELL ROCK CAPITAL, LLCTodd Ashley Roselle — DRAVO BAY LLCKelly Kaczmarczyk — DRAVO BAY LLCMark Anthony Nehra — BDFS CAPITAL LLC
Nearby cities in Delaware
WILMINGTON (282)GREENVILLE (37)DOVER (27)LEWES (24)NEWARK (21)
City Guides
WILMINGTON GuideGREENVILLE GuideDOVER GuideLEWES GuideNEWARK Guide
Research
Advisor Fees in DelawareNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile