Debra Lynn Schatzki
CFP®Professional Summary
Debra Lynn Schatzki, CFP®, who also goes by Debra Lynn Edelman, Debra Lynn Franklin, is a registered financial advisor currently at BPP WEALTH SOLUTIONS, LLC located in Boca Raton, Florida and MUTUAL SECURITIES, INC. located in Basking Ridge, New Jersey. Debra is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1988. Debra has worked at 11 firms and has passed the Series 65, Series 63,...
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Services Offered
- Insurance Planning
- Retirement Planning
- Comprehensive Financial Planning
- Investment Planning
- Estate Planning
Other Aliases
Debra Lynn Edelman, Debra Lynn Franklin
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
xxxxx@xxxx.xxx
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.
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Credentials
Years of Experience
38 years in the financial services industry
Current & Past Employments
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Current Firm
BPP WEALTH SOLUTIONS, LLC
Contact Information
Main Address
25 Mountainview Blvd., Suite 202a, Basking Ridge, NJ 07920Phone Number
(908) 442-7750# of Employees
6SEC notice filing (6 States and Territories)
Registered to provide investment advisory services in 6 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
459AUM (Assets Under Management)
$247,268,792Accountant Surprise Examination Report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 06/23/2026 | Cover Page | Report |
| 09/25/2025 | Cover Page | Report |
| 11/19/2024 | Cover Page | Report |
| 09/12/2023 | Cover Page | Report |
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
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Primary Firm SEC Registration
BPP WEALTH SOLUTIONS, LLC
State Registrations and Notice Filings
(11/23/2020)
(11/23/2020)
(2/2/2015)
(2/2/2015)
(2/3/2015)
(2/2/2015)
(11/6/2025)
(2/5/2015)
(2/27/2013)
(2/2/2015)
(2/2/2015)
(6/29/2021)
(2/28/2020)
(1/11/2022)
(2/27/2013)
(9/8/2020)
(4/16/2021)
Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.Note:This rule does not apply to broker-dealer activity.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 6 — Investment Company Products/Variable Contracts Representative Examination
Passed Feb 1988About the Series 6 examSRO Registrations
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CRS (Client Relationship Summary) - RIA
Click below to view Debra Lynn Schatzki's CRS (Customer Relationship Summary).
Services Offered by Debra
- Insurance Planning
- Retirement Planning
- Comprehensive Financial Planning
- Investment Planning
- Estate Planning
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