Richard
Newman
Bbr Partners, LLC
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About this Advisor
Richard Newman is a financial advisor who works in New York, New York with a total of 2 years of industry experience. Newman is an advisor for Bbr Partners, LLC. The advisor has gained experience at Muriel Siebert & Co., Inc, Books-A-Million, Pinewood Camp, Jjr Media Inc and Bbr Partners. Newman holds Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is able to advise clients in New York. Bbr Partners, LLC is a financial advisory company operating out of New York, NY. It has offices in five locations and a total of 165 people on staff. It manages $24 billion in assets under management across its 4,300 customer accounts, placing it among the biggest financial advisory firms in the United States by assets under management. The firm provides services to 55 charities and foundations. Of its 4,300 customer accounts, 88% are held by high-net-worth individuals who have more than $1 million in assets available to invest. The company performs a diverse range 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 management fee schedules largely vary depending on which services the firm provides the client. However, fees billed by Bbr Partners, LLC likely include 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
Richard Newman Work History
Richard has been registered as a financial advisor for 2 years.*
Bbr Partners
Muriel Siebert & Co., Inc
Books-A-Million
Pinewood Camp
Jjr Media Inc
*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 Richard Newman 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
Chicago, IL
New York, NY
New York, NY
New York, NY
New York, NY
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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