Jeffrey Puglia is a CFP-designated registered investment advisor at Bdfs Capital LLC, based in Rehoboth Beach, DE, with 28 years of industry experience. Jeffrey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 762 clients with $410M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
BDFS Capital LLC offers portfolio management services for a negotiated annual flat fee, paid in monthly installments. BDFS may also direct clients to Betterment, Inc. as a third-party advisor, with fees ranging from 0.35% to 1.25% for BDFS and 0.15% to 0.25% for Betterment, depending on the amount you invest.
Location
19409 Plantation Rd, Bldg. 2 Unit 1, Rehoboth Beach, DE, 19971
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Regulatory History (1)
Employment Separation After Allegations
January 2001Other Business ActivitiesSells Insurance
Jeffrey has several outside business activities, including real estate rental, acting as president of BDFS Insurance Services LLC, president of Jiggy's Farms, and treasurer for Friends of Milford Museum. He also dedicates about half of his time to BDFS Capital LLC, a registered investment advisor.
Employment History
Current Registrations
Bdfs Capital LLC
Previous Registrations
M. S. Howells & CO.Broker
LPL Financial LLCBroker
LPL Financial LLC
PNC Investments
PNC InvestmentsBroker
Morgan Stanley
Morgan Stanley Dw INC.Broker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Dean Witter Reynolds INC.Broker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.