Unclaimed Profile

Debra Lynn Schatzki

BPP WEALTH SOLUTIONS, LLC·BASKING RIDGE, New Jersey

SIE, Series 6, Series 63, Series 65CFPClean record17 years registeredBPP WEALTH SOLUTIONS, LLC

25 MOUNTAINVIEW BLVD.,, BASKING RIDGE, NJ 07920CRD# 1025388Firm CRD# 166962

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Debra Lynn Schatzki · BASKING RIDGE, NJ

Registration

CRD #1025388 · BPP WEALTH SOLUTIONS, LLC · 17 years registered

Brand Profile

Not yet started

Career History

MUTUAL SECURITIES, INC.

Feb 2015 – present

BPP WEALTH SOLUTIONS, LLC

Feb 2013 – present

COMPREHENSIVE CAPITAL MANAGEMENT, INC.

Jun 2010 – Jun 2013

TOTOWA, NJ

WEISER CAPITAL MANAGEMENT, LLC

Oct 2008 – Dec 2010

NEW YORK, NY

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 63

Series 65

Registration record

First registered · October 9, 2008

Years registered · 17

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

BPP WEALTH SOLUTIONS, LLC

CRD 166962 · SEC 801-77658

AUM

$187M

Regulatory assets under management

Employees

351 client accounts

Services offered by BPP WEALTH SOLUTIONS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at BPP WEALTH SOLUTIONS, LLC →

Introduction

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Frequently Asked Questions

What services does Debra Lynn Schatzki offer?

Debra Lynn Schatzki specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in BASKING RIDGE, New Jersey for a consultation.

What are Debra Lynn Schatzki's credentials?

Debra Lynn Schatzki holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Debra Lynn Schatzki located?

Debra Lynn Schatzki is based in BASKING RIDGE, New Jersey, working with BPP WEALTH SOLUTIONS, LLC. Their office serves clients in the BASKING RIDGE metropolitan area and surrounding communities.

How does Debra Lynn Schatzki charge for services?

Debra Lynn Schatzki's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is BPP WEALTH SOLUTIONS, LLC?

BPP WEALTH SOLUTIONS, LLC has approximately 5 employees and manages $187M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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