Unclaimed
Stephanie Gromek is an investment advisor representative at BBR Partners, LLC. Stephanie has been in the industry since November 2002 and specializes in providing financial planning and portfolio management services to a variety of clients, including high-net-worth individuals, corporations, and pooled investment vehicles. Stephanie is registered with the state of New York and holds an investment advisor representative registration.
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
04/15/2021 - Present
BBR Partners, LLC (NEW YORK NY)
Active
Inactive
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