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Michael Scott Goldberg

BBR Partners, LLC

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About Michael Scott Goldberg

Michael Scott Goldberg is an investment advisor representative with BBR Partners, LLC. Michael has been in the financial services industry since 1992. Michael's experience includes working with high net worth individuals, pooled investment vehicles, corporations or other businesses, insurance companies, investment companies, and charitable organizations. Michael is registered with the states of New Jersey, New York, and Pennsylvania. Michael is also licensed to provide investment advice and portfolio management services.

Firm Information

Michael Goldberg 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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Michael Goldberg’s Registration & Firm History

NY

09/16/2022 - Present

BBR Partners, LLC (NEW YORK NY)

PA

05/12/1994 - 08/26/2003

CMS INVESTMENT RESOURCES, INC. (WYNNEWOOD PA)

MN

07/28/1992 - 03/23/1993

AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)

MN

07/28/1992 - 03/23/1993

IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)

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Licenses & Designations

IA

Issued 12/13/1996

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 07/31/1992

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 07/24/1992

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Michael Scott Goldberg.
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