Debra L. Schatzki
BPP WEALTH SOLUTIONS
Boca Raton, FL
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CRD#: 1025388
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, SIE and Series 6 exams.
Question & Answer
What are your service offerings?
Insurance Planning
Retirement Planning
Comprehensive Financial Planni...
Investment Planning
Estate Planning
Are you a "fiduciary"?
Yes
Aliases
Debra Lynn Edelman | Debra Lynn Franklin
Other business activities
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.
1. BPP WEALTH SOLUTIONS, LLC., START DATE: 02/26/13, 25 Mountainview Blvd., Ste. 202A, Basking Ridge, NJ 07920, LLC, RIA, INVESTMENT RELATED, President, Financial Advisor to clients and manages company, Investment Related, 140 Hours per month, 7 Hours per day during trading hours. 2. BPP RISK SOLUTIONS, INC., S-CORP., START DATE: 01/01/15, 25 Mountainview Blvd., Ste. 202A, Basking Ridge, NJ 07920, S-Corp, Insurance Sales, President, Conduct LTC, Major Medical and Disability Insurance transactions, Not Investment Related, 20 hours per month, 1.5 Hours per day during trading hours. 3. SPRINGVIEW INVESTMENTS, LLC, START DATE: 03/01/15, 1448 EAST 26TH ST. BROOKLYN, NY 11210, REAL ESTATE INVESTMENT FUND, INVESTOR/MEMBER/OWNER, INVESTMENT RELATED, 20 HOURS PER MONTH, APPROX 1.5 HOURS PER DAY DURING TRADING HOURS. 4. Greater Middlesex/Somerset County Estate Planning Council, Inc. , Start Date: 9/15/2022, C/O Jayne C. Kredatus, CTFA, 16 Stapleton Court, Bridgewater, NJ 08807, Non-Profit, Board of Directors, Board President, Non-Profit, attend the quarterly board meetings/schedule meetings, Not Investment Related, 1 Hour per month, 0 Hours per day during trading hours. 5. Book - Chaos to Joy Published by BPP Wealth Solutions, LLC., Start Date: 10/2022, 25 Mountainview Blvd., Ste. 202A, Basking Ridge, NJ 07920, Book Royalties, Book Author, Book Promotion, Not Investment Related, 10 Hours per month, 1 Hour per day during trading hours.
CRS (Client Relationship Summary) - RIA
Click below to view Debra Lynn Schatzki's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 1990
Experience
Current
February 27, 2013 - Present
BPP WEALTH SOLUTIONS, LLC
RIA
CRD#: 166962
Boca Raton, FL
Current
February 2, 2015 - Present
MUTUAL SECURITIES, INC.
Office #1: 25 Mountainview Blvd At 100 Marketplace Ste 202a, Basking Ridge, NJ 07920BD
CRD#: 13092
Basking Ridge, NJ
Past
June 1, 2010 - June 13, 2013
COMPREHENSIVE CAPITAL MANAGEMENT, INC.
RIA
CRD#: 119890
ROCKAWAY, NJ
Past
December 7, 2009 - February 5, 2015
APW CAPITAL, INC.
BD
CRD#: 43814
SUMMIT, NJ
Past
October 9, 2008 - December 31, 2010
MAZARS WEALTH ADVISORS
RIA
CRD#: 133936
NEW YORK, NY
Past
January 2, 2008 - December 1, 2009
VALMARK SECURITIES, INC.
BD
CRD#: 31243
NEW YORK, NY
Past
May 3, 1999 - January 28, 2002
PARK AVENUE SECURITIES LLC
BD
CRD#: 46173
NEW YORK, NY
Past
January 27, 1998 - December 31, 2007
AMERICAN GENERAL SECURITIES INCORPORATED
BD
CRD#: 13626
NEW YORK, NY
Past
April 7, 1994 - December 31, 1994
MUTUAL SERVICE CORPORATION
BD
CRD#: 4806
BOSTON, MA
Past
August 28, 1989 - May 3, 1999
GUARDIAN INVESTOR SERVICES LLC
BD
CRD#: 6635
NEW YORK, NY
Past
February 29, 1988 - September 27, 1989
VERAVEST INVESTMENTS, INC.
BD
CRD#: 3960
Past
February 28, 1988 - September 27, 1989
VERAVEST INVESTMENTS, INC.
BD
CRD#: 3960
WORCESTER, MA
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
BW
BPP WEALTH SOLUTIONS, LLC
BPP WEALTH SOLUTIONS, LLC
CRD#: 166962 / SEC#: 801-77658
RIA
Registered Investment Advisory firm - (2/25/2013 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Alabama(11/23/2020)
RR
Arizona(11/23/2020)
RR
California(2/2/2015)
RR
Colorado(2/2/2015)
RR
Connecticut(2/3/2015)
RR
Florida(2/2/2015)
IAR
Florida(11/6/2025)
RR
Michigan(2/5/2015)
IAR
New Jersey(2/27/2013)
RR
New Jersey(2/2/2015)
RR
New York(2/2/2015)
IAR
New York(6/29/2021)
RR
North Carolina(2/28/2020)
RR
Oregon(1/11/2022)
IAR
Texas(2/27/2013)
RR
Texas(9/8/2020)
RR
Utah(4/16/2021)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
BW
BPP WEALTH SOLUTIONS, LLC
BPP WEALTH SOLUTIONS, LLC
CRD#: 166962 / SEC#: 801-77658
RIA
Registered Investment Advisory firm - (2/25/2013 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
25 Mountainview Blvd., Suite 202a, Basking Ridge, NJ 07920
Mailing Address
Phone number
(908) 442-7750
Established
Firm type
Fiscal year end
# of Employees
6
SEC notice filing (5 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 393 |
| AUM (Assets Under Management) | $ 228,295,226 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 09/25/2025 | ||
| 11/19/2024 | ||
| 09/12/2023 | ||
| 10/24/2022 |
Red Flags
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.
