Debra Schatzki (CRD# 1025388) is an Investment Advisor Representative working at Bpp Wealth Solutions, LLC in Basking Ridge, NJ and has over 34 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.
CRD# 5366446
Legacy Care Wealth, LLC
CRD# 1420183
Financial Life Focus, LLC
CRD# 5146297
Origin Investment Advisory LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Mutual Securities, Inc. | Camarillo, CA | Feb 2015 - Current | 9 |
| Bpp Wealth Solutions, LLC | New York, NY | Feb 2013 - Current | 11 |
| Comprehensive Asset Management & Servicing | Parsippany, NJ | Dec 2009 - Jan 2015 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 1989 |
| S65 | NASAA Investment Advisors Law Examination | Nov 1999 |
- NJ
- NY
- TX
-
Total Assets Under Management187MILLIONS
-
Total Number of Accounts351ACCOUNTS
-
Average Account Value$533,695
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- 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)
CO, NJ, NY, TX
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