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 recorded as SEC-registered in 2019. FINTRX lists the ownership as a mix of a domestic entity and an individual and classifies the adviser as "unclassified." The profile contains minimal operational detail: business activities, advisory services, client base, and fee structure are not disclosed in the source data. FINTRX also flags the firm as not being a capital allocator, not active on ESG investing, not a multistate adviser, not a pension consultant, and not identified as a related adviser. The absence of further descriptive material in the record suggests either a very small or lightly active advisory operation, or limited public disclosure by the firm. That lack of detail constrains any assessment of the firm’s market positioning, target clientele, or service model.

Assets & Accounts

Investments & Alternatives

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

    FinOpCRD 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