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BBR PARTNERS, LLC
BBR PARTNERS, LLC
NEW YORK, New York
·
32 registered advisors
·
CRD# 109688
SEC# 801-57219
5
212-313-9870
01
Firm Overview
AUM
$28.1B
Regulatory assets under management
Employees
170
Total firm employees
Advisors
32
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Portfolio management (pooled investments)
Pension consulting
Security ratings or pricing services
Compensation
Percentage of AUM
Subscription fees
Performance-based fees
03
Specialties
Financial Planning
Investment Management
Retirement Planning
04
Advisors at BBR PARTNERS, LLC
32 registered advisors
Alan Raboy
NEW YORK, New York
CRD# 2170256
Arthur Edward Black
NEW YORK, New York
CRD# 2785912
Barry Mark Klayman
NEW YORK, New York
CRD# 4132454
Benjamin Salomon Metzger
NEW YORK, New York
CRD# 5863257
Brandon Scott Pick
NEW YORK, New York
CRD# 5011141
Brett Harris Barth
NEW YORK, New York
CRD# 2547806
Cary Marc Klivan
NEW YORK, New York
CRD# 5656489
Darcy Mcfadyen
NEW YORK, New York
CRD# 7356456
Evan Michael Roth
NEW YORK, New York
CRD# 2445363
Jennifer M Joyce
NEW YORK, New York
CRD# 6627692
Jennifer Nelson Ray
NEW YORK, New York
CRD# 4801232
Jessica Roth Lasser
NEW YORK, New York
CRD# 5873617
Jonathan G Miles
NEW YORK, New York
CRD# 5075962
Justin Andrew Molinaro
NEW YORK, New York
CRD# 5688252
Justin Randall Peterson
NEW YORK, New York
CRD# 4797756
Kevin Michael Widmaier
NEW YORK, New York
CRD# 6246643
Lindsay B Roth
NEW YORK, New York
CRD# 5873615
Marc Richard Koslowsky
NEW YORK, New York
CRD# 5649518
Michael Scott Goldberg
NEW YORK, New York
CRD# 2239351
Michael W Anson
NEW YORK, New York
CRD# 2432585
Nicole Cecile Franklin Davis
NEW YORK, New York
CRD# 5229807
Ryan K Preston
NEW YORK, New York
CRD# 4799169
Sarah Elise Coyne
NEW YORK, New York
CRD# 4888697
Sarah Elizabeth Norris
NEW YORK, New York
CRD# 3074429
Sarah Rumph
NEW YORK, New York
CRD# 7245469
Scott Matthew Ehrlich
NEW YORK, New York
CRD# 7523760
Sean Robert Apgar
NEW YORK, New York
CRD# 5613207
Stephanie Jones Gromek
NEW YORK, New York
CRD# 4217019
Steven David Pressman
NEW YORK, New York
CRD# 5439598
Steven Roy Katz
NEW YORK, New York
CRD# 4258612
Todd Casey Whitenack
NEW YORK, New York
CRD# 2817049
William C Page
NEW YORK, New York
CRD# 6627696
05
Office Locations
NEW YORK, New York
32 advisors
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Data sourced from SEC Form ADV filings. BBR PARTNERS, LLC (CRD# 109688) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.