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Stacy Heather Hendler

BBR Partners, LLC

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About Stacy Heather Hendler

Stacy Hendler is a financial advisor who has been in the industry for over 10 years. Stacy holds the Series 7TO, SIE, and Series 66 licenses. Stacy is a Chartered Financial Analyst and specializes in providing financial planning, selection of other advisors, and portfolio management for individuals, investment companies, and pooled investment vehicles. Stacy is currently employed with BBR Partners, LLC, and previously worked with UBS Financial Services Inc. and Richard Bernstein Advisors. Stacy is registered with the state of New Jersey and New York.

Firm Information

Stacy Hendler 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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Stacy Hendler’s Registration & Firm History

NY

06/21/2023 - Present

BBR Partners, LLC (NEW YORK NY)

NJ

05/16/2020 - 05/30/2023

UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)

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Licenses & Designations

BOTH

Issued 06/12/2020

Series 66 - Uniform Combined State Law Examination

BC

Issued 05/16/2020

Series 7TO - General Securities Representative Examination

BC

Issued 02/28/2020

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Stacy Heather Hendler.
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