Advisors registered through Bbr Partners, LLC

Every person with a current investment adviser registration on IAPD, with the firm, the branch city and state, the date the current registration began, prior registered firms, exams and designations. Nothing here is a book size: an advisor’s assets are not public and are not estimated on this page.

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58 advisors

Advisor	Firm	Branch	Here since	In industry	Prior firms	States
Ari Jason Shalit Certified Financial Planner	Bbr Partners, LLC independent RIA	Hoboken, Nj	Mar 24, 2021	10 y	1	3
Nicholas Warren Squires	Bbr Partners, LLC independent RIA	Greenwich, Ct	Mar 29, 2021	12 y	0	2
Gazelle Brown Summe Certified Financial Planner	Bbr Partners, LLC independent RIA	San Francisco, Ca	Nov 24, 2021	15 y	1	2
O•••••• L•••• T••••••••	B•• P•••••••• L•• independent RIA	San Francisco, Ca	Mar 25, 2026	14 y	2	2
D••••• E••••• T•••••••	B•• P•••••••• L•• independent RIA	New York, Ny	Jul 21, 2022	10 y	0	1
N•••••• V•••	B•• P•••••••• L•• independent RIA	New York, Ny	Aug 24, 2026	10 y	1	1
T••• C•••• W••••••••	B•• P•••••••• L•• independent RIA	Rumson, Nj	Mar 29, 2021	26 y	0	2
A•••••••• J• Y••	B•• P•••••••• L•• independent RIA	New York, Ny	Jul 6, 2026	10 y	1	1

The advisor and firm names past the first 3 rows are hidden. Open a row to reveal that record with a free account (5 a month), or get RIA and Wealth Intelligence at $249 a month for every name. Every figure, date and source is public either way.

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