DFX Intelligence

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RIA / WealthAdvisor22 years in industry

RYAN K PRESTON

Advisor at BBR PARTNERS, LLC

NEW YORK, NY

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:171e93cf-9a6f-6c05-63bb-53ed0d3f5d1c

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 10:00 AM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 0
On other graphs: 1
Observed: Sep 2, 2004 to Sep 14, 2026

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Private Equityidentity

Ryan K Preston

same person, same CRD on Schedule A · confidence 95% · family precision 100%

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: BBR PARTNERS, LLC
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Sep 1, 2004earliest registration or exam on IAPD
Years in industry: 22derivedfrom the industry start date
Years at current firm: 5derivedfrom the current registration's begin date
Prior firms: 2
Current registrations: 1
Registered states: 2
Exams: S65
First exam: Sep 1, 2004
First registration: Sep 2, 2004
Dual registered: no
IAPD individual key: 4799169

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
BBR PARTNERS, LLC	Independent wealth	Jun 21, 2021	n/a	yes	NEW YORK, NY	Current employment
CONVERGENT WEALTH ADVISORS, LLC	Former SEC adviser	May 3, 2007	Aug 18, 2008	no	ROCKVILLE, MD	Previous registration
LYDIAN WEALTH MANAGEMENT COMPANY, LLC	n/a	Sep 2, 2004	May 3, 2007	no	ROCKVILLE, MD	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
CONVERGENT WEALTH ADVISORS, LLC	BBR PARTNERS, LLC	Aug 18, 2008	Jun 21, 2021	4,690	Firm change after gap	Other
LYDIAN WEALTH MANAGEMENT COMPANY, LLC	CONVERGENT WEALTH ADVISORS, LLC	May 3, 2007	May 3, 2007	0	Firm change	Other

Relationships

Registered with (3)

→ BBR PARTNERS, LLCRegistered adviserregistration: current employment
Jun 21, 2021 to presentfactForm ADV
→ CONVERGENT WEALTH ADVISORS, LLCRegistered adviserregistration: previous registration
May 3, 2007 to Aug 18, 2008factForm ADV
→ LYDIAN WEALTH MANAGEMENT COMPANY, LLCRegistered adviserregistration: previous registration
Sep 2, 2004 to May 3, 2007factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:171e93cf-9a6f-6c05-63bb-53ed0d3f5d1c
First observed: Sep 2, 2004
Last observed: Sep 14, 2026 6 days ago
Source families: Federal regulator filings
1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

RYAN K PRESTON

Advisor at BBR PARTNERS, LLC

NEW YORK, NY

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:171e93cf-9a6f-6c05-63bb-53ed0d3f5d1c

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 10:00 AM UTC and rebuilt at most every 15 minutes.

Firm

Class

Began

Ended

Current

Branch

Basis

BBR PARTNERS, LLC

Independent wealth

Jun 21, 2021

n/a

yes

NEW YORK, NY

Current employment

CONVERGENT WEALTH ADVISORS, LLC

Former SEC adviser

May 3, 2007

Aug 18, 2008

ROCKVILLE, MD

Previous registration

LYDIAN WEALTH MANAGEMENT COMPANY, LLC

n/a

Sep 2, 2004

May 3, 2007

ROCKVILLE, MD

Previous registration

From

Left

Joined

Gap, days

Kind

Move type

CONVERGENT WEALTH ADVISORS, LLC

BBR PARTNERS, LLC

Aug 18, 2008

Jun 21, 2021

4,690

Firm change after gap

Other

LYDIAN WEALTH MANAGEMENT COMPANY, LLC

CONVERGENT WEALTH ADVISORS, LLC

May 3, 2007

Firm change

Other