Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Henry? Claim Your ProfileHenry Spencer Lavieri is a registered Investment Advisor Representative with BBR Partners, LLC, a firm located in New York, NY. Henry is registered with the state of Connecticut, New York and Texas. Henry has been a registered Investment Advisor Representative since 2021 and has been in the industry since 2017. Henry specializes in portfolio management for individuals, investment companies, pooled investment vehicles and financial planning services.
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
06/25/2021 - Present
BBR Partners, LLC (NEW YORK NY)
IA
Issued 06/22/2021
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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