Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stephen? Claim Your ProfileStephen Charles Colodny is a financial advisor registered with BBR Partners, LLC. Stephen has been in the industry since 2017. Stephen has a Series 7 and Series 63 license. Stephen's firm is based in New York City and manages over $28 billion in assets. The firm provides financial planning, portfolio management, and selection of other advisers services. Stephen works with individuals, high-net-worth individuals, investment companies, pooled investment vehicles, and charitable organizations. Stephen has a Certified Financial Planner (CFP) designation.
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.
1
2
NY
08/07/2024 - Present
BBR Partners, LLC (NEW YORK NY)
NY
04/26/2022 - 05/28/2024
CHARLES SCHWAB & CO., INC. (New York City NY)
NJ
09/11/2018 - 04/13/2022
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
PA
08/25/2017 - 08/20/2018
VANGUARD MARKETING CORPORATION (MALVERN PA)
IA
Issued 09/26/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/06/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/25/2017
Series 7 - General Securities Representative Examination
Active
Inactive
Not sure Stephen Colodny is the right advisor for you? Invested Better is here to help.
