BFC Capital LLC

Broker-DealerFINRA Member
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 with ownership indicated as a mix of a domestic entity and an individual. Public-facing details about its business activities, client mix, fee model, and advisory services are not provided in the source data. The firm is categorized as "Unclassified" in the available snapshot. The firm’s profile flags multiple negative indicators rather than specialties: it is not identified as a capital allocator, is not flagged as an active ESG investor, is not a multi-state adviser, is not a newly formed adviser, is not a pension consultant, and is not listed as a related adviser.

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

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth