Charles
Luzio
Bbr Partners, LLC
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About this Advisor
Charles Luzio is a financial advisor based in New York, New York, working with Bbr Partners, LLC. Charles has previously held positions at Town Of Mamaroneck, University Of Delaware, Soni-Resources Group, Gmat Student, Fordham University, and Bbr Partners, LLC. Charles has passed the Series 65 regulatory exam and is registered to provide services in Connecticut, New York, and Texas. Currently, Charles is part of Bbr Partners, LLC, which operates out of New York, New York. The firm has 5 offices and 170 employees. The firm manages assets totaling $28.1 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include 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. The fee structure at Bbr Partners, LLC includes asset-based, fixed, and performance-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Bbr Partners, LLC Brokerage Details
$28,082,600,000
170
4,600
$6,104,913
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
Charles Luzio Work History
Bbr Partners, LLC
Fordham University
Gmat Student
Soni-Resources Group
Town Of Mamaroneck
University Of Delaware
Disclosures
Please visit the SEC profile of Charles Luzio 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
New York, NY
Berkeley Heights, NJ
New York, NY
Hoboken, NJ
New York, NY
New York, NY
New York, NY
New York, NY
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