Eric
Mckenna
Bbr Partners, LLC
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About this Advisor
Eric Mckenna is a financial advisor operating out of New York, New York who has 1 year of industry experience. Mckenna is an employee of Bbr Partners, LLC. Their career trajectory has included roles at East Islip High School, Hinck Electric Contractor Inc, Villanova University, The Greco Financial Planning Group, Inc, Stony Brook University, Gordon Brothers and Bbr Partners. Mckenna holds a Series 65 license, designating them as an investment advisor representative, and is approved to operate in New York and Texas. Bbr Partners, LLC is an advisory business that has its headquarters in New York, NY. The company has offices in five locations and a total of 165 people on staff. It handles $24 billion in assets under management across its 4,300 client accounts, placing it among the largest investment advisory firms in the country by assets under management. The firm serves 55 charitable organizations. Of its 4,300 accounts, 88% are associated with high-net-worth clients who have at least $1 million in investable assets. Bbr Partners, LLC provides a diverse assortment 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. Financial advisory fee schedules vary depending on which services the firm provides the client. However, fees billed by Bbr Partners, LLC can consist of some blend of asset-based, fixed and performance-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Bbr Partners, LLC Brokerage Details
$24,081,600,000
165
4,300
$5,600,372
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
Eric Mckenna Work History
Eric has been registered as a financial advisor for 1 years.*
Bbr Partners
Gordon Brothers
Hinck Electric Contractor Inc
Stony Brook University
The Greco Financial Planning Group, Inc
Hinck Electric Contractor Inc
Hinck Electric Contractor Inc
Hinck Electric Contractor Inc
Villanova University
East Islip High School
*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 Eric Mckenna 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
New York, NY
New York, NY
New York, NY
Chicago, IL
New York, NY
Fair Haven, NJ
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.
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