Unclaimed
Deanna Deutschman is an investment advisor representative with BBR Partners, LLC. Deanna has been in the industry since January 2009 and has a Series 65 license, which she obtained on October 24, 2017. Deanna is registered in Illinois and Texas and specializes in providing financial planning, selection of other advisors, and portfolio management services for individuals, investment companies, and pooled investment vehicles. BBR Partners, LLC is a registered investment advisor based in New York City.
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
01/29/2025 - Present
BBR Partners, LLC (NEW YORK NY)
IA
Issued 10/24/2017
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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