Unclaimed Profile

Marc Richard Koslowsky

BBR PARTNERS, LLC·NEW YORK, New York

Clean recordBBR PARTNERS, LLC

55 EAST 52ND STREET, NEW YORK, NY 10055CRD# 5649518Firm CRD# 109688

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Marc Richard Koslowsky · NEW YORK, NY

Registration

CRD #5649518 · BBR PARTNERS, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Marc Richard Koslowsky is a registered financial advisor based in NEW YORK, New York, affiliated with BBR PARTNERS, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Retirement Planning

Client Types

Individuals

Institutional Investors

Pension & Retirement Plans

High Net Worth Individuals

Introduction

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Firm Overview

Firm

BBR PARTNERS, LLC

AUM

$28.1B

Regulatory assets under management

Employees

170

Total firm employees

View all advisors at BBR PARTNERS, LLC →

Services

Financial planning

Portfolio management (individuals)

Portfolio management (pooled investments)

Pension consulting

Security ratings or pricing services

Background

Compensation

Percentage of AUM

Subscription fees

Performance-based fees

Regulatory

SEC/IARD CRD# 5649518

Firm CRD# 109688

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Marc Richard Koslowsky offer?

Marc Richard Koslowsky specializes in Financial Planning, Investment Management, Retirement Planning. Contact their office in NEW YORK, New York for a consultation.

What are Marc Richard Koslowsky's credentials?

Marc Richard Koslowsky is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Marc Richard Koslowsky located?

Marc Richard Koslowsky is based in NEW YORK, New York, working with BBR PARTNERS, LLC. Their office serves clients in the NEW YORK metropolitan area and surrounding communities.

How does Marc Richard Koslowsky charge for services?

Marc Richard Koslowsky's firm is compensated through percentage of aum, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is BBR PARTNERS, LLC?

BBR PARTNERS, LLC has approximately 170 employees and manages $28.1B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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