Bpp Wealth Solutions, LLC

Bpp Wealth Solutions, LLC (CRD# 166962) is a financial advisory firm headquartered in Basking Ridge, NJ. They manage $187,327,082 in 351 accounts and serve the financial needs of clients across 4 states (or territories).

By the Numbers
  • Total Assets Under Management
    187
    MILLION
  • Total Number of Accounts
    351
    ACCOUNTS
  • Average Account Value
    $533,695
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
The map below shows states where this firm has explicit registration only.

CO, NJ, NY, TX

Financial Advisors at Bpp Wealth Solutions, LLC
Showing 1 - 3 of 3 top financial advisors.
1
Lisa A. Crosta
CRD#: 6061779
25 Mountainview Blvd At 100 Marketplace, Ste 202a, Basking Ridge, NJ 07920

Lisa Crosta (CRD# 6061779) is an Investment Advisor Representative working at Bpp Wealth Solutions, LLC in Basking Ridge, NJ and has over 11 years of experience in the finance industry.

2
Debra L. Schatzki
CRD#: 1025388
25 Mountainview Blvd.,, Suite 202a, Basking Ridge, NJ 07920

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.

3
Kelly L. Pearce
CRD#: 7306507
25 Mountainview Blvd.,, Suite 202a, Basking Ridge, NJ 07920

Kelly Pearce (CRD# 7306507) is an Investment Advisor Representative working at Bpp Wealth Solutions, LLC in Basking Ridge, NJ and has 1 year of experience in the finance industry.

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