Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Evan? Claim Your ProfileEvan Michael Roth is a financial advisor with BBR Partners, LLC. Evan has been in the financial services industry since 1994. Evan is registered with the state of New York and Texas. Evan holds the Series 7 and Series 63 licenses. Evan is also a Chartered Financial Analyst (CFA).
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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NY
03/24/2021 - Present
BBR Partners, LLC (NEW YORK NY)
NY
06/09/1998 - 02/28/2000
GAM SERVICES, INC. (NEW YORK NY)
NY
02/24/1994 - 03/05/1998
GOLDMAN, SACHS & CO. (NEW YORK NY)
BC
Issued 08/03/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/23/1994
Series 7 - General Securities Representative Examination
Active
Inactive
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