BFC Capital LLC

Broker-DealerFINRA MemberEst. 2019
Total AUM
—
Advisory reps
5
Avg account
$0

Firm details

Headquarters
Quincy, Massachusetts
CRD number
299519
Registered since
May 15, 2019

Firm profile

FINTRX

Overview

BFC Capital LLC is organized as a limited liability company and is registered with the SEC (registration noted in 2019). Ownership is listed as a combination of a domestic entity and an individual. The firm's classification in the source record is "unclassified," and the data indicate it does not serve as a capital allocator. The profile contains minimal operational detail: the firm is not flagged as an active ESG investor, not identified as a multi-state adviser, and is not listed as a pension consultant or related adviser. The source does not provide descriptions of the firm's client segments, advisory activities, or fee arrangements.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

3 of 5
  • Carl Serra

    Carl Serra

    DirectorCRD 3179039

  • Thomas Dooney

    Managing DirectorCRD 1388884

  • Anita Molino

    Anita Molino

    Managing PartnerCRD 2119343

Unlock 2 more contacts →

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Quincy, MA

Norfolk

Location

Quincy, MA

Headquartered in Quincy, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.

Metro area
Boston-Worcester-Providence, MA-RI-NH-CT
Region
Northeast
County
Norfolk
Address
1266 Furnace Brook Pkwy
Time zone
ET (UTC-5)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth