Debra Schatzki, financial advisor New York NY
96 score

Debra Schatzki

CRD Number: 1025388
Current Firm: Bpp Wealth Solutions, LLC

Debra Schatzki (CRD# 1025388) is an Investment Advisor Representative working at Bpp Wealth Solutions, LLC in New York, NY and has over 27 years of experience in the finance industry. Debra Schatzki has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Mutual Securities, Inc. Camarillo, CA Feb 2015 - Current 1
Bpp Wealth Solutions, LLC New York, NY Feb 2013 - Current 3
Comprehensive Asset Management & Servicing Parsippany, NJ Dec 2009 - Jan 2015 5
Comprehensive Capital Management Parsippany, NJ Jun 2010 - Feb 2013 2
Weiser Capital Management New York, NY Sep 2007 - May 2010 2
Valmark Securities, Inc. Akron, OH Jan 2008 - Dec 2009 1
M&k Investment Advisors LLC New York, NY Jun 1999 - Dec 2008 9
American General Securities Incorporated New York, NY Jan 1998 - Dec 2007 9
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 1989
S65 NASAA Investment Advisors Law Examination Nov 1999
Contact Info for Debra L. Schatzki
Phone Number: 646-402-9770
Firm Website:
Registered State(s):
  • NJ
  • TX
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States


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Clean Record
This advisor has a clean track record with regulators.

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