linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Matthew Russell Barsalona

BBR Partners, LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Matthew? Claim Your Profile

About Matthew Russell Barsalona

Matthew Barsalona is a registered investment advisor representative (IAR) with BBR Partners, LLC. Matthew is also licensed as a registered representative (RR) in the states of New Jersey and New York. Matthew has been in the financial services industry since 2019. Prior to joining BBR Partners, LLC, Matthew worked for Sanford C. Bernstein & Co., LLC. Matthew holds the Series 7TO, Series 63, and Series 65 licenses. Matthew specializes in providing financial planning, portfolio management, and selection of other advisors to individuals, high-net-worth individuals, investment companies, and pooled investment vehicles.

Firm Information

Matthew Barsalona 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.

check

financial planning services

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

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

check

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.

check

fixed fees

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

check

percentage of assets

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

check

performance-based fees

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

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Matthew Barsalona’s Registration & Firm History

NY

09/21/2021 - Present

BBR Partners, LLC (NEW YORK NY)

NY

01/29/2021 - 07/22/2021

SANFORD C. BERNSTEIN & CO., LLC (NEW YORK NY)

Not sure if Matthew Russell Barsalona is right for you?

Licenses & Designations

IA

Issued 09/21/2021

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 03/11/2021

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/29/2021

Series 7TO - General Securities Representative Examination

BC

Issued 08/14/2020

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Matthew Russell Barsalona.
Not sure if Matthew Russell Barsalona is right for you?