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Benjamin Metzger

Partner at BBR Partners

Investment adviser registrationSEC record checked 18 October 2026

5
Years in the industry
5
Years at the firm
1
Adviser firms
3
State registrations

IAPD record retrieved 18 October 2026SEC record

Benjamin Metzger is Partner of BBR Partners, LLC, a New York investment adviser managing $36.5B. Benjamin Metzger has been registered through BBR Partners since 29 March 2021, has 5 years in the industry across 1 firm and has passed the Series 63, Series 17 and Series 65.

Role at BBR Partners

Title on Schedule A
Partner
Control
Benjamin Metzger is not a control person of BBR Partners.
Ownership
An individual ownership band is not available in the source record.
Tenure
Benjamin Metzger has held the filed role since December 2018.

The firm

BBR Partners, LLC
New York, NY

Form ADV filed 30 July 2026

$36.5B AUM245 clients53 advisers3 offices

Career on record

Benjamin Metzger has been registered through BBR Partners since March 2021.

Firms and exams, newest first
  1. Passed Series 65 · 2021
  2. Bbr Partners, LLCCurrent
    – present · 6 years
    , · Adviser representative · Firm CRD 109688
  3. Passed Series 63 and Series 17 · 2010

Registrations and exams

Benjamin Metzger has a current investment-adviser registration in Florida, New York and Texas and has passed 3 qualifying exams.

Florida10 August 2021
Scope
Investment adviser representative
Status
Approved
New York29 March 2021
Scope
Investment adviser representative
Status
Approved
Texas26 January 2026
Scope
Investment adviser representative
Status
Approved, resident

Examinations

Series 6527 July 2021
Name
Uniform Investment Adviser Law Examination
Series 6313 December 2010
Name
Uniform Securities Agent State Law Examination
Series 1729 December 2010
Name
Limited Registered Representative Examination

Individual record

Full name
Benjamin Salomon Metzger
CRD
5863257
Firm
BBR Partners, LLC
Registration status
Investment adviser registration
Firm bio
bbrpartners.com

This directory does not report disciplinary history, for any firm or individual, in either direction. The SEC publishes the complete record, including any disciplinary events, and it is the authoritative place to check one. Check this record on adviserinfo.sec.gov

Background

BBR lists Benjamin S. Metzger as a partner, director of Portfolio & Wealth Advisory and head of BBR Southeast. BBR Partners official directory

Common questions

Where does Benjamin Metzger work?

Benjamin Metzger has been Partner of BBR Partners, LLC since December 2018.

Source: Form ADV, Schedule A, filed 30 July 2026

Is Benjamin Metzger a financial advisor?

Yes. Benjamin Metzger has a current investment-adviser registration in Florida, New York and Texas, through BBR Partners since March 2021, as of 18 October 2026.

Source: IAPD individual record, checked 18 October 2026

How many years of experience does Benjamin Metzger have?

Benjamin Metzger has worked in the financial industry for 5 years as of 18 October 2026, counted from 28 March 2021, across 1 adviser firm.

Source: IAPD individual record, checked 18 October 2026

What exams has Benjamin Metzger passed?

Benjamin Metzger has passed 3 licensing exams: the Series 63, Series 17 and Series 65. The earliest, the Series 63, was passed in December 2010.

Source: IAPD individual record, checked 18 October 2026

Leadership at BBR Partners

Sources

  1. IAPD individual record, CRD 5863257. Registration status, employment history and examinations.
  2. Form ADV Part 1A, Schedules A and B of BBR Partners, LLC, filed 30 July 2026. Title, control and ownership bands.
  3. BBR Partners team page. Biography, education, credentials, awards.

Retrieved 18 October 2026. The SEC record may have been amended since.

Report a correction

This profile is compiled from public regulatory records and the firm's own published materials, and is provided for informational purposes only. Niva Wealth is not affiliated with Benjamin Metzger or BBR Partners, LLC and makes no representation about the quality of their services. This directory does not report disciplinary history, in either direction.