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Elizabeth Rose Cillo

BBR Partners, LLC

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About Elizabeth Rose Cillo

Elizabeth Cillo is a financial advisor who has been registered with the Financial Industry Regulatory Authority (FINRA) since 2008. Elizabeth currently works for BBR Partners, LLC, and is also a registered Investment Advisor Representative in New York. Elizabeth previously worked for Lord Abbett Distributor LLC, Janney Montgomery Scott LLC, and Wachovia Securities, LLC. Elizabeth has experience working with high-net-worth individuals, pooled investment vehicles, and insurance companies. Elizabeth's specializations include financial planning, portfolio management for individuals, portfolio management for investment companies, and portfolio management for pooled investment vehicles.

Firm Information

Elizabeth Cillo is currently registered with BBR Partners, LLC. BBR Partners, LLC is an investment advisor with offices in NEW YORK, NY, United States. They have over 60 investment advisor representatives and manage over $28 billion in assets for individuals, families, corporations, and pooled investment vehicles. Their services include financial planning, portfolio management, and selection of other advisors.
BBR Partners, LLC

55 EAST 52ND STREET

NEW YORK, NY 10055

$28.08B

Assets Under Management

Not reported

Total Clients

53

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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Elizabeth Cillo’s Registration & Firm History

NY

03/17/2021 - Present

BBR Partners, LLC (NEW YORK NY)

NJ

02/18/2011 - 09/30/2014

LORD ABBETT DISTRIBUTOR LLC (JERSEY CITY NJ)

NJ

02/11/2009 - 07/27/2010

JANNEY MONTGOMERY SCOTT LLC (MARLTON NJ)

NJ

09/08/2008 - 02/12/2009

WACHOVIA SECURITIES, LLC (MARLTON NJ)

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Licenses & Designations

BOTH

Issued 09/19/2008

Series 66 - Uniform Combined State Law Examination

BC

Issued 09/05/2008

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Elizabeth Rose Cillo.
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