William
Carter
Bbr Partners, LLC
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About this Advisor
William Carter is a financial advisor based in New York, New York with a total of 1 year of industry experience. Carter works at Bbr Partners, LLC. Their career trajectory has included roles at Ascension Catholic School, De Smet Jesuit High School, University Of Florida, Amerilife, LLC, Northrock Partners, LLC and Bbr Partners. Carter holds a Series 65 license, certifying them as an investment advisor representative, and is registered to operate in New York. Bbr Partners, LLC is a business 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 total assets between its 4,300 customer accounts, placing it among the biggest financial advisory firms in the nation by assets under management. The firm advises 55 charities and foundations. Of its 4,300 client accounts, 88% are associated with high-net-worth individuals who have more than $1 million in assets available to invest. The firm performs 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 are based on which services the firm provides the client. Fees billed by Bbr Partners, LLC likely are comprised 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
William Carter Work History
William has been registered as a financial advisor for 1 years.*
Bbr Partners
Northrock Partners, LLC
Northrock Partners, LLC
Northrock Partners, LLC
Amerilife, LLC
Amerilife, LLC
University Of Florida
De Smet Jesuit High School
Ascension Catholic 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 William Carter 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
New York, NY
Chicago, IL
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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