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CRD#: 299519
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FIRM PROFILE

Assets Under Management:No Information
Clients per Registered Employee:No Information
Total Number of Employees:No Information
Clients per Employee:No Information
Total Number of Individual Clients:No Information
Total Number of HNWI Clients:No Information
Average Individual Client Account Size:No Information
Average HNWI Account Size:No Information

Overview

BFC CAPITAL LLC is located at 1266 Furnace Brook Parkway Suite 300, Quincy, MA 02169 and was first established at Boston, Massachusetts in 10/25/2018. After operating for 7 years, BFC CAPITAL LLC has amassed assets under management in the amount of $0 spanning over 0 clients at the firm. A breakdown of these figures indicates that 0% of BFC CAPITAL LLC’s clients are individuals and 0% of their clients are high net worth individuals. BFC CAPITAL LLC has 0 total employees and of those employees, 0 can be registered with one or both FINRA and the SEC. 0% percentage at BFC CAPITAL LLC are registered to handle securities or provide financial advice. The firm has 0 disclosures, 0 being regulatory events, 0 being client events, and 0 events that have led to arbitration. Firm disclosures can occur for a number of reasons and we encourage every investor to review and perform their due diligence, as appropriate, before moving forward. You will be able to access BFC CAPITAL LLC‘s brochures, the Form ADV, the Customer Relationship Summary (CRS), Accountant Surprise Examination Reports, and direct owners and executive officers. You will also see a list of services offered, fees & costs, conflicts of interest, and any and all related websites to the firm. In addition to these data points, our database will allow you to find every registered employee at BFC CAPITAL LLC. Using your dashboard, you can access advisor disclosures (if any), run background checks, save, compare, and monitor your advisor for the life of your relationship. If you are still deciding which financial advisor would be best suited for your needs, our free members get access to our comparison tool which allows anyone to see relevant data points for each financial advisor and their firms in a side-by-side comparison.

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Where the Statistical Data for BFC CAPITAL LLC Comes From

Understanding the Statistics for BFC CAPITAL LLC and How They Compare to Other Firms Through Our Analysis

Average Account Value
Individuals
No Information
HNWI
No Information
Breakdown of Assets Under Management
Total Client Assets:
No Information
Individuals
No Information
HNWI
No Information
MISC
No Information
Employees
Total
No Information
Registered
No Information
Client Ratios
No Information
No Information
Clients
Total
No Information
Individuals
No Information
HNWI
No Information
Firm Disclosures
No Disclosures

FIRM INFORMATION

Main Address
1266 Furnace Brook Parkway Suite 300, Quincy, MA 02169
Mailing Address
1266 Furnace Brook Parkway Suite 300, Quincy, MA 02169
Firm Size
Small
Phone Number
(617) 716-8265
Established
Massachusetts since 10/25/2018
Firm Type
Limited Liability Company
Fiscal year end
December
Related websites
Participation or Interest in Client Transactions
Self-custody

FIRM DOCUMENTS


DIRECT OWNERS & EXECUTIVE OFFICERS

NameTitleAquiredCRD#
BOSTONIA PARTNERS LLCDIRECT OWNER
FLYNN, PETER YEATONCEO4698688
MOLINO, ANITACCO2119343
SERRA, CARL ANTHONY IIIFINOP3179039

The Importance of Understanding a Firm’s Role when Evaluating an Advisor

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Advisor's working at BFC CAPITAL LLC

AM

Anita Molino

Anita Philip Molino
RR
CRD#: 2119343
Location:
Quincy, MA 02169
Company:
BFC CAPITAL LLC
Disclosures:
Experience:
27 years
View Profile
PF

Peter Yeaton Flynn

Peter Y Flynn
RR
CRD#: 4698688
Location:
Quincy, MA 02169
Company:
BFC CAPITAL LLC
Disclosures:
Experience:
22 years
View Profile
JE

Joshua Ramsey Evans

Josh Evans
RR
CRD#: 6069991
Location:
Quincy, MA 02169
Company:
BFC CAPITAL LLC
Disclosures:
Experience:
13 years
View Profile
Name or CRD#
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Credentials
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Disclosures
Experience (Years)

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