Bpp Wealth Solutions, LLC
Bpp Wealth Solutions, LLC (CRD# 166962) is a financial advisory firm headquartered in New York, NY. They manage $29,502,552 in 198 accounts and serve the financial needs of clients across 3 states (or territories).
Total Assets Under Management30MILLION
Total Number of Accounts198ACCOUNTS
Average Account Value$149,003
- 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)
NJ, NY, TX
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.