Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven David Pressman is an Investment Advisor Representative associated with BBR Partners, LLC, a firm with offices in New York, NY and Fairfield, CT. Steven Pressman has been in the industry since December 2007. Steven has passed the Series 7 and Series 66 exams. Steven is registered with the state of Connecticut and New York. Steven Pressman is a specialist in investment management and financial planning.
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
03/30/2021 - Present
BBR Partners, LLC (NEW YORK NY)
CT
12/11/2007 - 08/13/2010
COMMONWEALTH FINANCIAL NETWORK (STAMFORD CT)
BOTH
Issued 12/20/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/10/2007
Series 7 - General Securities Representative Examination
Active
Inactive
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