Michael
Darosa

Bbr Partners, LLC

CRD#6789638
Investment Advisor
in New York, NY

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Michael Darosa is a financial advisor based in New York, New York, working with Bbr Partners, LLC. Michael has previously held positions at Land And Sea Detailing, Seaworth Yacht Care, Towson University, College Student, Wms Partners, LLC, Morgan Stanley, and Bbr Partners, LLC. Michael has passed the Series 65 regulatory exam and is registered to provide services in New York. Currently, Michael 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

Series 65

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

$28,082,600,000

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

170

NY Average: 88
Total Number of Accounts

4,600

NY Average: 3,892
Average Account Size

$6,104,913

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

Michael Darosa Work History

2020 - Present (4 years)

Bbr Partners, LLC

2018 - 2020 (2 years)

Wms Partners, LLC

2017 - 2017 (< 1 year)

Wms Partners, LLC

2017 - 2017 (< 1 year)

Morgan Stanley

2017 - 2018 (1 year)

Wms Partners, LLC

2015 - 2016 (1 year)

Seaworth Yacht Care

2015 - 2018 (3 years)

Towson University

2014 - 2015 (1 year)

Land And Sea Detailing

2014 - 2018 (4 years)

College Student

Disclosures

Please visit the SEC profile of Michael Darosa 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

Nikita Mutalik
Berkeley Heights, NJ
Matthew Barsalona
Hoboken, NJ
Charles Luzio
New York, NY
Robert Pierce
New York, NY
Nicholas Squires
New York, NY
William Carter
New York, NY
Gabriela Canaan
New York, NY
Michael Darosa
New York, NY

The content in this profile was updated by SmartAsset on 6/19/2024. 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