Alyssa Y. Mcmahon

BPP WEALTH SOLUTIONS

Basking Ridge, NJ 07920

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CRD#: 5084873

Professional summary

Alyssa Yvonne Mcmahon, CFP®, who also goes by Alyssa Yvonne Schutsky, is a registered financial advisor currently at BPP WEALTH SOLUTIONS, LLC located in Basking Ridge, New Jersey and MUTUAL SECURITIES, INC. located in Basking Ridge, New Jersey.

Alyssa is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2006. Alyssa has worked at 6 firms and has passed the Series 63, Series 65, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Alyssa Yvonne Schutsky

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, Start Date: 03/2024, 25 Mountainview Blvd., Ste. 202A, Basking Ridge, NJ 08822, LLC, RIA, Managing Director / Security Income Planner, Investment Related, 160 Hours per month, 8 Hours per day during trading hours. Provide Financial Planning 2) ) 3/2024 Mutual Securities Inc ; Licensed Administrative Assistant/Registered Rep; Broker Dealer; 10 Hours/Month; .50 Hours/During trading hours; assist Registered Rep in servicing insurance related business. 3) 05/2014 Independent Licensed insurance Agent; Investment Related; Flemington/NJ; Life Insurance

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Alyssa Yvonne Mcmahon's CRS (Customer Relationship Summary).

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^®

Certified Financial Planner

Start date: 2008

Experience

Current

April 9, 2024 - Present

BPP WEALTH SOLUTIONS, LLC

Office #1: 25 Mountainview Blvd., Suite 202a, Basking Ridge, NJ 07920

RIA

CRD#: 166962

Basking Ridge, NJ

Current

March 14, 2024 - Present

MUTUAL SECURITIES, INC.

Office #1: 25 Mountainview Blvd At 100 Marketplace Ste 202a, Basking Ridge, NJ 07920

CRD#: 13092

Basking Ridge, NJ

Past

March 25, 2015 - April 1, 2024

THE PILLAR STRATEGIES

RIA

CRD#: 166641

FLEMINGTON, NJ

Past

August 8, 2013 - March 11, 2024

TRIAD ADVISORS LLC

CRD#: 25803

FLEMINGTON, NJ

Past

February 15, 2013 - April 1, 2024

PRESTIGE WEALTH MANAGEMENT GROUP, LLC

RIA

CRD#: 127381

FLEMINGTON, NJ

Past

March 6, 2006 - January 28, 2013

AEPG WEALTH STRATEGIES

RIA

CRD#: 109859

WARREN, NJ

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".

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.

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

New Jersey
(3/14/2024)

IAR

New Jersey
(4/10/2024)

IAR

Texas
(4/9/2024)

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

State Security Law Exam

Series 63

Date: 9/21/2013

Uniform Securities Agent State Law Examination

State Security Law Exam

IAR

Series 65

Date: 3/3/2006

Uniform Investment Adviser Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 8/8/2013

General Securities Representative Examination

SRO Registrations

FINRA

Current Firm

BPP WEALTH SOLUTIONS, LLC

CRD#: 166962 / SEC#: 801-77658

RIA

Registered Investment Advisory firm - (2/25/2013 Approved)

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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

SEC notice filing (5 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

BPP PART 2A - DISCLOSURE BROCHURE (10/9/2025)

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	Cover Page	Report
11/19/2024	Cover Page	Report
09/12/2023	Cover Page	Report
10/24/2022	Cover Page	Report

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.

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Firm Stability Insights

Alyssa Y. Mcmahon

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Alyssa Yvonne Mcmahon's CRS (Customer Relationship Summary).

Certified licenses

Experience

MUTUAL SECURITIES, INC.

THE PILLAR STRATEGIES

TRIAD ADVISORS LLC

PRESTIGE WEALTH MANAGEMENT GROUP, LLC

AEPG WEALTH STRATEGIES

Primary Firm SEC Registration

BPP WEALTH SOLUTIONS, LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 9/21/2013

Series 65

Date: 3/3/2006

SIE

Date: 10/1/2018

Series 7

Date: 8/8/2013

FINRA

Current Firm

BPP WEALTH SOLUTIONS, LLC

Contact information

SEC notice filing (5 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

BPP WEALTH SOLUTIONS, LLC

TRUST BUT VERIFY

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