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Sean N Pezza

BBR Partners, LLC

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About Sean N Pezza

Sean Pezza is a financial advisor who is currently employed with BBR Partners, LLC. Sean is registered with the state of New York and Pennsylvania. Sean is a Series 66 and Series 65 licensed advisor and has the following credentials: SIE and Series 7. Prior to joining BBR Partners, LLC, Sean was employed with Morgan Stanley. Sean has a diverse clientele which includes high net worth individuals, corporations, charitable organizations and pooled investment vehicles. Sean's specialties include providing portfolio management services for individuals, investment companies and pooled investment vehicles.

Firm Information

Sean Pezza 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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Sean Pezza’s Registration & Firm History

NY

03/14/2023 - Present

BBR Partners, LLC (NEW YORK NY)

NJ

08/12/2016 - 06/05/2017

MORGAN STANLEY (FLORHAM PARK NJ)

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Licenses & Designations

IA

Issued 03/10/2023

Series 65 - Uniform Investment Adviser Law Examination

BOTH

Issued 10/28/2016

Series 66 - Uniform Combined State Law Examination

BC

Issued 06/05/2017

SIE - Securities Industry Essentials Examination

BC

Issued 08/12/2016

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Sean N Pezza.
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