Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Todd? Claim Your ProfileTodd Casey Whitenack is a registered investment advisor representative with BBR Partners, LLC in New York, NY and New Jersey. Todd is a licensed investment advisor representative with the state of New York since 2021 and New Jersey since 2022. Todd has been in the industry since 2000. Prior to joining BBR Partners, Todd worked at GAM SERVICES, INC. Todd has passed the Series 3, 7, and 63 exams.
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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2
NY
03/29/2021 - Present
BBR Partners, LLC (NEW YORK NY)
NY
01/02/2000 - 02/08/2000
GAM SERVICES, INC. (NEW YORK NY)
BC
Issued 01/11/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/27/2012
Series 3 - National Commodity Futures Examination
BC
Issued 12/29/1999
Series 7 - General Securities Representative Examination
Active
Inactive
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