Justin
Marcotte

Bbr Partners, LLC

CRD#7184612
Investment Advisor
in New York, NY

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About this Advisor

Justin Marcotte is a financial advisor based in New York, New York who has 2 years of industry experience. Marcotte is on the advisory team at Bbr Partners, LLC. Marcotte has gained experience at Dimensional Fund Advisors, Bishop Feehan High School, Peter Jacobsen Sports, Jebbit, Office Of The Delaware County District Attorney, Kpmg Us, Villanova University, Normandy Farms Campground, Mass Premier Courts and Bbr Partners. Marcotte maintains a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is able to operate in New York and Texas. Bbr Partners, LLC is an advisory company operating out of New York, NY. The company has offices in five locations and a total of 165 advisors. It handles $24 billion in assets between its 4,300 client accounts, placing it among the largest investment advisory firms in the nation by assets under management. The firm advises 55 charities and foundations. Of its 4,300 customer accounts, 88% belong to high-net-worth individuals who have more than $1 million in assets available to invest. Bbr Partners, LLC offers 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 typically depend on which services the firm provides the client. However, fees charged by Bbr Partners, LLC may include some combination of asset-based, fixed and performance-based fees.

Certifications and Registrations

Series 66

Years Registered*

2 years

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

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Bbr Partners, LLC Brokerage Details

Total Assets Under Management

$24,081,600,000

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

165

NY Average: 88
Total Number of Accounts

4,300

NY Average: 3,892
Average Account Size

$5,600,372

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

Justin Marcotte Work History

Justin has been registered as a financial advisor for 2 years.*

2021 - Present (3 years)

Bbr Partners

2019 - 2021 (2 years)

Dimensional Fund Advisors

2018 - 2018 (< 1 year)

Kpmg Us

2018 - 2018 (< 1 year)

Dimensional Fund Advisors

2018 - 2018 (< 1 year)

Villanova University

2018 - 2019 (1 year)

Villanova University

2017 - 2017 (< 1 year)

Jebbit

2017 - 2017 (< 1 year)

Office Of The Delaware County District Attorney

2017 - 2017 (< 1 year)

Villanova University

2016 - 2016 (< 1 year)

Peter Jacobsen Sports

2016 - 2016 (< 1 year)

Villanova University

2015 - 2015 (< 1 year)

Normandy Farms Campground

2015 - 2015 (< 1 year)

Villanova University

2015 - 2019 (4 years)

Villanova University

2014 - 2014 (< 1 year)

Normandy Farms Campground

2012 - 2013 (1 year)

Mass Premier Courts

2011 - 2015 (4 years)

Bishop Feehan 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 Justin Marcotte 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

Richard Newman
New York, NY
Justin Molinaro
New York, NY
Megan Schwinger
New York, NY
Madison Gilbreth
New York, NY
Kevin Widmaier
New York, NY
Daniel Trocchia
Fair Haven, NJ
Eleonore Lund-Simon
New York, NY
Jacob Seide
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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