RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
- Title
- Vice President of Portfolio & Wealth Advisoryreportedbbrpartners.comfirm site, Sep 15, 2026
- Professional profile
- bbrpartners.com/people/patrick-j-mchalereportedbbrpartners.comfirm site, Sep 15, 2026
Only business contact points the firm published under its own name are shown; nothing is inferred, and personal accounts are never read. What the bio page says is printed as the firm printed it, with the sentence it came from; years are the firm’s claim, not a count of registrations.
- Bbr Partners, LLC independent RIA currentsince Sep 14, 2021 · New York, Ny
- Connecticut Wealth Management, LLC independent RIASep 24, 2020 to Sep 8, 2021 · Farmington, Ct
- Connecticut Wealth Management, LLC to Bbr Partners, LLCleft Sep 8, 2021, registered Sep 14, 2021 (6 days) · RIA to RIA
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Independent wealth managerderived
- Years in industry
- 11derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address