Christian
Williams

Bbr Partners, LLC

CRD#7267339
Investment Advisor
in New York, NY

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Christian Williams is a financial advisor based out of New York, New York with 1 year of relevant experience. Williams currently works for Bbr Partners, LLC. Over the course of their career, they have held roles at Purshe Kaplan Sterling Investments, 49 Financial, University Of North Carolina, American International Group, Vanderbilt University, Montgomery Bell Academy, Irc Wealth and Bbr Partners. Williams holds Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is registered to serve investors in New York and Texas. Bbr Partners, LLC is a registered investment company that has its headquarters in New York, NY. The company has offices in five locations and a total of 165 advisors. It has $24 billion in total assets across its 4,300 customer accounts, making it one of the largest firms in the nation by assets under management. The firm serves 55 charitable organizations. Of its 4,300 accounts, 88% are held by high-net-worth individuals who have greater than $1 million in investable assets. The firm has a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles and selection of other advisers. Fees charged by financial advisors largely vary depending on which services the firm provides the client. Fees charged by Bbr Partners, LLC most likely are comprised of asset-based, fixed and performance-based fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

1 year

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for investment companies, Portfolio management for pooled investment vehicles, Selection of other advisers

Fee Structure

Percentage of Assets, Fixed Fees, Performance-based Fees

Office Location

55 East 52Nd Street 18Th Floor
New York, NY 10055

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Bbr Partners, LLC Brokerage Details

Total Assets Under Management

$24,081,600,000

NY Average: $7,464,549,021
Total Number of Employees

165

NY Average: 88
Total Number of Accounts

4,300

NY Average: 3,892
Average Account Size

$5,600,372

NY Average: $1,917,921

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Portfolio management for pooled investment vehicles
  • Selection of other advisers

Christian Williams Work History

Christian has been registered as a financial advisor for 1 years.*

2022 - Present (2 years)

Bbr Partners

2020 - 2020 (< 1 year)

Purshe Kaplan Sterling Investments

2020 - 2020 (< 1 year)

49 Financial

2020 - 2022 (2 years)

Irc Wealth

2019 - 2020 (1 year)

University Of North Carolina

2019 - 2019 (< 1 year)

American International Group

2016 - 2019 (3 years)

University Of North Carolina

2016 - 2016 (< 1 year)

Vanderbilt University

2010 - 2016 (6 years)

Montgomery Bell Academy

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Christian Williams to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Bbr Partners, LLC

Justin Molinaro
New York, NY
Richard Newman
New York, NY
Daniel Trocchia
Fair Haven, NJ
William Carter
New York, NY
Kevin Widmaier
New York, NY
Kristina Mcnamara
New York, NY
Jacob Seide
New York, NY
Sophie Holt
New York, NY

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started