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Brandon Pick

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
2
State registrations

IAPD record retrieved 18 October 2026SEC record

Brandon Pick is Partner of BBR Partners, LLC, a New York investment adviser managing $36.5B. Brandon Pick has been registered through BBR Partners since 30 March 2021, has 5 years in the industry across 1 firm and has passed the Series 7 and Series 66.

Role at BBR Partners

Title on Schedule A
Partner
Control
Brandon Pick is not a control person of BBR Partners.
Ownership
An individual ownership band is not available in the source record.
Tenure
Brandon Pick has held the filed role since December 2021.

The firm

BBR Partners, LLC
New York, NY

Form ADV filed 30 July 2026

$36.5B AUM245 clients53 advisers3 offices

Career on record

Brandon Pick has been registered through BBR Partners since March 2021.

Firms and exams, newest first
  1. Bbr Partners, LLCCurrent
    – present · 6 years
    , · Adviser representative · Firm CRD 109688
  2. Passed Series 7 and Series 66 · 2008

Registrations and exams

Brandon Pick has a current investment-adviser registration in New Jersey and New York and has passed 2 qualifying exams.

New Jersey16 August 2022
Scope
Investment adviser representative
Status
Approved
New York30 March 2021
Scope
Investment adviser representative
Status
Approved

Examinations

Series 6617 August 2008
Name
Uniform Combined State Law Examination
Series 725 June 2008
Name
General Securities Representative Examination

Individual record

Full name
Brandon Scott Pick
CRD
5011141
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 Brandon S. Pick as a Partner and Chief Operating Officer of Investment Research. His biography describes investment sourcing, ongoing due diligence, and work with the Portfolio & Wealth Advisory team. BBR Partners official biography

Education

  • MBA with a concentration in Finance, Baruch College Zicklin School of Business; BA in Economics and American Studies, Brandeis University.BBR Partners official biography

Common questions

Where does Brandon Pick work?

Brandon Pick has been Partner of BBR Partners, LLC since December 2021.

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

Is Brandon Pick a financial advisor?

Yes. Brandon Pick has a current investment-adviser registration in New Jersey and New York, 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 Brandon Pick have?

Brandon Pick has worked in the financial industry for 5 years as of 18 October 2026, counted from 29 March 2021, across 1 adviser firm.

Source: IAPD individual record, checked 18 October 2026

What exams has Brandon Pick passed?

Brandon Pick has passed 2 licensing exams: the Series 7 and Series 66. The earliest, the Series 7, was passed in June 2008.

Source: IAPD individual record, checked 18 October 2026

Leadership at BBR Partners

Sources

  1. IAPD individual record, CRD 5011141. 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 Brandon Pick or BBR Partners, LLC and makes no representation about the quality of their services. This directory does not report disciplinary history, in either direction.