Michael Bernechea (CRD# 6998858) is an Investment Advisor Representative working at Bbr Partners, LLC in New York, NY and has over 5 years of experience in the finance industry.
CRD# 1420183
Financial Life Focus, LLC
CRD# 5146297
Origin Financial
CRD# 4632189
Sarsi, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Bbr Partners | New York, NY | Sep 2020 - Current | 2 |
| Axa Advisors | New York, NY | May 2018 - Sep 2020 | 2 |
| Penn State University | State College, PA | Jun 2014 - May 2018 | 3 |
| Glen Rock High School | Glen Rock, NJ | Sep 2010 - Jun 2014 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jun 2018 |
| S65 | NASAA Investment Advisors Law Examination | Oct 2021 |
- NY
- TX
-
Total Assets Under Management24,082MILLIONS
-
Total Number of Accounts4,300ACCOUNTS
-
Average Account Value$5,600,372
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
- Selection of other advisers (including private fund managers)
AL, AZ, CA, CO, CT, DC, DE, FL, GA, IA, ID, IL, KS, KY, LA, MA, MD, ME, MO, MT, NC, NE, NH, NJ, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, VA, VT, WA, WI, WY
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