Niva WealthLet’s talk

Bradley Bernard

Partner at BBR Partners

Investment adviser registrationNew York, NYSEC record checked 18 October 2026

5
Years in the industry
5
Years at the firm
1
Adviser firms
2
State registrations

IAPD record retrieved 18 October 2026SEC record

Bradley Bernard is Partner of BBR Partners, LLC, a New York investment adviser managing $36.5B. Bradley Bernard has been registered through BBR Partners since 18 March 2021 and has 5 years in the industry across 1 firm.

Role at BBR Partners

Title on Schedule A
Partner
Control
Bradley Bernard is not a control person of BBR Partners.
Ownership
An individual ownership band is not available in the source record.
Tenure
Bradley Bernard has held the filed role since January 2026.

The firm

BBR Partners, LLC
New York, NY

Form ADV filed 30 July 2026

$36.5B AUM245 clients53 advisers3 offices

Career on record

Bradley Bernard has been registered through BBR Partners since March 2021.

Firms and exams, newest first
  1. Bbr Partners, LLCCurrent
    – present · 6 years
    New York, NY · Adviser representative · Firm CRD 109688

Registrations and exams

Bradley Bernard has a current investment-adviser registration in New York and Texas and has passed 0 qualifying exams.

New York30 April 2021
Scope
Investment adviser representative
Status
Approved
Texas18 March 2021
Scope
Investment adviser representative
Status
Approved, resident

Examinations

No examinations are on Bradley Bernard’s record.

Individual record

Full name
Bradley R Bernard
CRD
5933917
Firm
BBR Partners, LLC
Registration status
Investment adviser registration
Office
55 EAST 52ND STREET, 18TH FLOOR, New York, NY 10055
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 Bradley R. Bernard as a partner and director of Portfolio and Wealth Advisory. BBR Partners official directory

Common questions

Where does Bradley Bernard work?

Bradley Bernard has been Partner of BBR Partners, LLC since January 2026.

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

Is Bradley Bernard a financial advisor?

Yes. Bradley Bernard has a current investment-adviser registration in 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 Bradley Bernard have?

Bradley Bernard has worked in the financial industry for 5 years as of 18 October 2026, counted from 17 March 2021, across 1 adviser firm.

Source: IAPD individual record, checked 18 October 2026

Where is Bradley Bernard based?

Bradley Bernard’s registered office is in New York, NY.

Source: IAPD individual record, checked 18 October 2026

Leadership at BBR Partners

Sources

  1. IAPD individual record, CRD 5933917. 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 Bradley Bernard or BBR Partners, LLC and makes no representation about the quality of their services. This directory does not report disciplinary history, in either direction.