Debra Schatzki has been Managing Member of BPP Wealth Solutions since February 2013, is a control person of the firm and directly owns 75% or more of it.
BPP Wealth Solutions, LLC is a Basking Ridge, NJ firm with $247M under management, 113 clients and 4 advisers in one office, as of its March 2026 filing.
Debra Schatzki’s longest registration is the current one, 13 years at BPP Wealth Solutions since 2013. Before joining BPP Wealth Solutions in 2013, Debra Schatzki was registered through Comprehensive Capital Management, Inc. and Weiser Capital Management, LLC.
- BPP Wealth Solutions, LLCCurrent– present · 13 yearsBoca Raton, FL · Adviser representative · Firm CRD 166962
- Comprehensive Capital Management, Inc.– · 3 yearsTotowa, NJ · Adviser representative · Firm CRD 119890
- Weiser Capital Management, LLC– · 2 yearsNew York, NY · Adviser representative · Firm CRD 133936
Investment adviser representative registrations
Debra Schatzki is registered as an investment adviser representative in 4 states, as a resident of Texas. The first approvals date from February 2013; the most recent is Florida, in November 2025.
- FloridaSince 6 November 2025
- New JerseySince 27 February 2013
- New YorkSince 29 June 2021
- TexasResidentSince 27 February 2013
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 65 | Uniform Investment Adviser Law Examination | 29 November 1999 |
| Series 63 | Uniform Securities Agent State Law Examination | 15 August 1989 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 26 February 1988 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- Debra Lynn Schatzki
- CRD
- 1025388
- Firm
- BPP Wealth Solutions · CRD 166962
- Role
- Managing Member
- Office
- Boca Raton, FL
- Registration
- Investment adviser and broker registrations
- In the industry since
- February 1988
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
Where does Debra Schatzki work?
Debra Schatzki has been Managing Member of BPP Wealth Solutions, LLC since February 2013, and is a control person of the firm.
Is Debra Schatzki a financial advisor?
Yes. Debra Schatzki has a current investment-adviser registration in Florida, New Jersey, New York and Texas, through BPP Wealth Solutions since February 2013.
How many years of experience does Debra Schatzki have?
Debra Schatzki has 38 years in the financial industry, since February 1988, across 3 adviser firms.
What exams has Debra Schatzki passed?
Debra Schatzki has passed 3 licensing exams: the Series 6, Series 63 and Series 65. The earliest, the Series 6, was passed in February 1988. FINRA credited Debra Schatzki with the SIE, which began in October 2018.
Where did Debra Schatzki work before BPP Wealth Solutions?
Before BPP Wealth Solutions, Debra Schatzki was registered through Weiser Capital Management, LLC, October 2008 to December 2010.
Where is Debra Schatzki based?
Debra Schatzki’s registered office is in Boca Raton, FL.
Is Debra Schatzki registered with FINRA?
Yes. Debra Schatzki has a current broker registration, under CRD 1025388.
Source: FINRA BrokerCheck
How can I verify Debra Schatzki’s record?
Search CRD 1025388 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Debra Schatzki’s full registration record.
