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FIRM PROFILE
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.
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
Total Client Assets:
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FIRM INFORMATION
1266 Furnace Brook Parkway Suite 300, Quincy, MA 02169
1266 Furnace Brook Parkway Suite 300, Quincy, MA 02169
Small
(617) 716-8265
Massachusetts since 10/25/2018
Limited Liability Company
December
FIRM DOCUMENTS
DIRECT OWNERS & EXECUTIVE OFFICERS
The Importance of Understanding a Firm’s Role when Evaluating an Advisor
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Advisor's working at BFC CAPITAL LLC
Carl Anthony Serra III
Thomas Francis Dooney
Anita Molino
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