DFX Intelligence

Data Factory

RIA / WealthAdvisor18 years in industry

STEVEN DAVID PRESSMAN

Advisor at BBR PARTNERS, LLC

NEW YORK, NY | Fairfield, CT

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:3a1f25e6-b50a-6bb9-0f30-3ee0101feb01

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 5:57 AM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 1
Observed: Jan 14, 2008 to Sep 15, 2026

Across DFX

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

Private Equityidentity

Steven David Pressman

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: Dec 20, 2007earliest registration or exam on IAPD
Years in industry: 18derivedfrom the industry start date
Years at current firm: 5derivedfrom the current registration's begin date
Prior firms: 1
Current registrations: 1
Registered states: 2
Exams: S66
First exam: Dec 20, 2007
First registration: Jan 14, 2008
Dual registered: no
IAPD individual key: 5439598

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	Mar 30, 2021	n/a	yes	NEW YORK, NY\|Fairfield, CT	Current employment
COMMONWEALTH FINANCIAL NETWORK	National bd RIA	Jan 14, 2008	Aug 13, 2010	no	Stamford, CT	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
COMMONWEALTH FINANCIAL NETWORK	BBR PARTNERS, LLC	Aug 13, 2010	Mar 30, 2021	3,882	Firm change after gap	Ibd to RIA

Relationships

Registered with (2)

→ BBR PARTNERS, LLCRegistered adviserregistration: current employment
Mar 30, 2021 to presentfactForm ADV
→ COMMONWEALTH FINANCIAL NETWORKRegistered adviserregistration: previous registration
Jan 14, 2008 to Aug 13, 2010factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:3a1f25e6-b50a-6bb9-0f30-3ee0101feb01
First observed: Jan 14, 2008
Last observed: Sep 15, 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.

STEVEN DAVID PRESSMAN

Advisor at BBR PARTNERS, LLC

NEW YORK, NY | Fairfield, CT

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:3a1f25e6-b50a-6bb9-0f30-3ee0101feb01

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 5:57 AM UTC and rebuilt at most every 15 minutes.

Firm

Class

Began

Ended

Current

Branch

Basis

BBR PARTNERS, LLC

Independent wealth

Mar 30, 2021

n/a

yes

NEW YORK, NY|Fairfield, CT

Current employment

COMMONWEALTH FINANCIAL NETWORK

National bd RIA

Jan 14, 2008

Aug 13, 2010

Stamford, CT

Previous registration

From

Left

Joined

Gap, days

Kind

Move type

COMMONWEALTH FINANCIAL NETWORK

BBR PARTNERS, LLC

Aug 13, 2010

Mar 30, 2021

3,882

Firm change after gap

Ibd to RIA