Bbr Partners, LLC

Bbr Partners, LLC (CRD# 109688) is a financial advisory firm headquartered in New York, NY. They manage $28,082,600,000 in 4,600 accounts and serve the financial needs of clients across 40 states (or territories).

By the Numbers
  • Total Assets Under Management
    28,083
    MILLION
  • Total Number of Accounts
    4,600
    ACCOUNTS
  • Average Account Value
    $6,104,913
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • 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)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

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

Financial Advisors at Bbr Partners, LLC
Showing 41 - 50 of 53 top financial advisors.
41
Sean N. Pezza
CRD#: 6275784
55 East 52nd Street, 18th Floor, New York, NY 10055

Sean Pezza (CRD# 6275784) is an Investment Advisor Representative working at Bbr Partners, LLC in New York, NY and has over 7 years of experience in the finance industry.

42
Brandon S. Pick
CRD#: 5011141
55 East 52nd Street, 18th Floor, New York, NY 10055

Brandon Pick (CRD# 5011141) is an Investment Advisor Representative working at Bbr Partners, LLC in New York, NY and has over 15 years of experience in the finance industry.

43
Robert G. Pierce
CRD#: 7729458
55 East 52nd Street, 18th Floor, New York, NY 10055

Robert Pierce (CRD# 7729458) is an Investment Advisor Representative working at Bbr Partners, LLC in New York, NY and has 1 year of experience in the finance industry.

44
Steven D. Pressman
CRD#: 5439598
55 East 52nd Street, 18th Floor, New York, NY 10055

Steven Pressman (CRD# 5439598) is an Investment Advisor Representative working at Bbr Partners, LLC in New York, NY and has over 16 years of experience in the finance industry.

45
Ryan K. Preston
CRD#: 4799169
55 East 52nd Street, 18th Floor, New York, NY 10055

Ryan Preston (CRD# 4799169) is an Investment Advisor Representative working at Bbr Partners, LLC in New York, NY and has over 19 years of experience in the finance industry.

46
Jennifer N. Ray
CRD#: 4801232
55 East 52nd Street, 18th Floor, New York, NY 10055

Jennifer Ray (CRD# 4801232) is an Investment Advisor Representative working at Bbr Partners, LLC in New York, NY and has 1 year of experience in the finance industry.

47
Evan M. Roth
CRD#: 2445363
55 East 52nd Street, 18th Floor, New York, NY 10055

Evan Roth (CRD# 2445363) is an Investment Advisor Representative working at Bbr Partners, LLC in New York, NY and has over 29 years of experience in the finance industry.

48
Sarah N. Rumph
CRD#: 7245469
55 East 52nd Street, 18th Floor, New York, NY 10055

Sarah Rumph (CRD# 7245469) is an Investment Advisor Representative working at Bbr Partners, LLC in New York, NY and has 1 year of experience in the finance industry.

49
Nicholas W. Squires
CRD#: 7345259
55 East 52nd Street, 18th Floor, New York, NY 10055

Nicholas Squires (CRD# 7345259) is an Investment Advisor Representative working at Bbr Partners, LLC in New York, NY and has 1 year of experience in the finance industry.

50
Dylan T. Stroud
CRD#: 6660730
South Orange, NJ

Dylan Stroud (CRD# 6660730) is an Investment Advisor Representative working at Bbr Partners, LLC in South Orange, NJ and has 1 year of experience in the finance industry.

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