Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brett? Claim Your ProfileBrett Harris Barth is a financial advisor with BBR Partners, LLC. Brett has been in the industry since January 1995. Brett is registered with the state of New York. Brett holds Series 7 and Series 63 licenses. Brett's prior experience includes Goldman, Sachs & Co. Brett specializes in financial planning, selection of other advisors, portfolio management for individuals, portfolio management for investment companies, and portfolio management for pooled investment vehicles.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
NY
03/18/2021 - Present
BBR Partners, LLC (NEW YORK NY)
NY
01/03/1995 - 02/25/2000
GOLDMAN, SACHS & CO. (NEW YORK NY)
BC
Issued 02/05/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/27/1994
Series 7 - General Securities Representative Examination
Active
Inactive
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