AdvisorOS Directory
Claim Profile
Unclaimed Profile
MN

Mark Anthony Nehra

BDFS CAPITAL LLC·REHOBOTH BEACH, Delaware
SIE, Series 6, Series 7, Series 63, Series 65CFPClean record18 years registeredBDFS CAPITAL LLC
19409 PLANTATION RD, REHOBOTH BEACH, DE 19971CRD# 5511759Firm CRD# 287680

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Mark Anthony Nehra · REHOBOTH BEACH, DE
Registration
CRD #5511759 · BDFS CAPITAL LLC · 18 years registered
Brand Profile
Not yet started
01

Career History

BDFS CAPITAL LLC
Jul 2017 – present
WADDELL & REED
Nov 2012 – Jul 2017
YARDLEY, PA
METLIFE SECURITIES INC.
Aug 2008 – Dec 2012
NEWARK, DE
02

Registrations & Exams

FINRA examinations passed
SIE
Series 6
Series 7
Series 63
Series 65
Registration record
First registered · August 11, 2008
Years registered · 18
Professional designation · CFP
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
BDFS CAPITAL LLC
CRD 287680 · SEC 801-120724
AUM
$288M
Regulatory assets under management
Employees
8
1,493 client accounts
Services offered by BDFS CAPITAL LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at BDFS CAPITAL LLC →
Introduction

Speak with Mark

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Mark is the right fit? Take our 2-minute quiz →

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
05

Frequently Asked Questions

What services does Mark Anthony Nehra offer?
Mark Anthony Nehra specializes in Financial Planning, Investment Management. Contact their office in REHOBOTH BEACH, Delaware for a consultation.
What are Mark Anthony Nehra's credentials?
Mark Anthony Nehra holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.
Where is Mark Anthony Nehra located?
Mark Anthony Nehra 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 Mark Anthony Nehra charge for services?
Mark Anthony Nehra'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 at BDFS CAPITAL LLC

Jeffrey Thomas Puglia
REHOBOTH BEACH, DE
CFP

More Advisors in REHOBOTH BEACH, Delaware

Todd Ashley Roselle
DRAVO BAY LLC·REHOBOTH BEACH, DE
CFPChFC
Kelly Kaczmarczyk
DRAVO BAY LLC·REHOBOTH BEACH, DE
Jacqueline Reeves
BELL ROCK CAPITAL, LLC·REHOBOTH BEACH, DE
Jacquelyn Kerry Blue
BELL ROCK CAPITAL, LLC·REHOBOTH BEACH, DE
Andres Felipe Bonell
BELL ROCK CAPITAL, LLC·REHOBOTH BEACH, DE
Marguerite Cassandra Toroian
BELL ROCK CAPITAL, LLC·REHOBOTH BEACH, DE

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Delaware
WILMINGTON (110)GREENVILLE (18)NEWARK (12)DOVER (10)LEWES (5)ROCKLAND (2)DAGSBORO (2)MONTCHANIN (2)HOCKESSIN (1)0000740272 (1)
City Guides
WILMINGTON GuideGREENVILLE GuideNEWARK GuideDOVER GuideLEWES Guide
Research
Advisor Fees in DelawareNational Fee Analysis
Request removal of this profile