Role at BBR Partners
- Title on Schedule A
- Partner
- Control
- Elizabeth Cillo is not a control person of BBR Partners.
- Ownership
- An individual ownership band is not available in the source record.
- Tenure
- Elizabeth Cillo has held the filed role since December 2024.
The firm
Career on record
Elizabeth Cillo has been registered through BBR Partners since November 2018, and before that through Capital Bank And Trust Company, Capital Guardian Trust Company, Lord, Abbett & Co. LLC, Janney Montgomery Scott LLC and Wachovia Securities, LLC.
- Capital Bank And Trust Company– · 3 yearsIrvine, CA · Adviser representative · Firm CRD 170017
- Capital Guardian Trust Company– · under a yearNew York, NY · Adviser representative · Firm CRD 108236
- Lord, Abbett & Co. LLC– · 4 yearsJersey City, NJ · Adviser representative · Firm CRD 110391
- Janney Montgomery Scott LLC– · 1 yearMarlton, NJ · Adviser representative · Firm CRD 463
- Wachovia Securities, LLC– · under a yearMarlton, NJ · Adviser representative · Firm CRD 19616
- Passed Series 7 and Series 66 · 2008
Registrations and exams
Elizabeth Cillo has a current investment-adviser registration in New Jersey and New York and has passed 2 qualifying exams.
| State | Scope | Status | Since |
|---|---|---|---|
| New Jersey | Investment adviser representative | Approved | 7 April 2025 |
| New York | Investment adviser representative | Approved | 17 March 2021 |
- Scope
- Investment adviser representative
- Status
- Approved
- Scope
- Investment adviser representative
- Status
- Approved
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 66 | Uniform Combined State Law Examination | 19 September 2008 |
| Series 7 | General Securities Representative Examination | 5 September 2008 |
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
Individual record
- Full name
- Elizabeth Rose Cillo
- CRD
- 5572387
- Registration status
- Investment adviser registration
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
Common questions
Where does Elizabeth Cillo work?
Elizabeth Cillo has been Partner of BBR Partners, LLC since December 2024.
Is Elizabeth Cillo a financial advisor?
Yes. Elizabeth Cillo has a current investment-adviser registration in New Jersey and New York, through BBR Partners since November 2018, as of 18 October 2026.
How many years of experience does Elizabeth Cillo have?
Elizabeth Cillo has worked in the financial industry for 16 years as of 18 October 2026, counted from 21 May 2010, across 6 adviser firms.
What exams has Elizabeth Cillo passed?
Elizabeth Cillo has passed 2 licensing exams: the Series 7 and Series 66. The earliest, the Series 7, was passed in September 2008.
Where did Elizabeth Cillo work before BBR Partners?
Before BBR Partners, Elizabeth Cillo was registered through Capital Bank And Trust Company, January 2016 to September 2018; Capital Guardian Trust Company, August 2015 to January 2016; Lord, Abbett & Co. LLC, February 2011 to September 2014; Janney Montgomery Scott LLC, February 2009 to July 2010; Wachovia Securities, LLC, October 2008 to February 2009.
Leadership at BBR Partners
- Joshua FishmanChief Financial Officer
- Jonathan MilesPartner, Chief Operating Officer
- Michael AnsonPartner, Chief Compliance Officer
- Sean ApgarPartner
- Brett BarthManaging Partner
- Bradley BernardPartner
- Nicole DavisPartner
- Scott EhrlichPartner, Chief Technology Officer
- Michael GoldbergPartner
- Stephanie GromekPartner
- Jennifer JoycePartner
- Jordan KarenPartner
- Steven KatzPartner
- Barry KlaymanPartner
- Marc KoslowskyPartner
- Darcy McFadyenPartner
- Benjamin MetzgerPartner
- Gillian MinardiPartner
- Justin MolinaroPartner
- Sarah NorrisPartner
- William PagePartner
- Justin PetersonPartner
- Brandon PickPartner
- Steven PressmanPartner
- Ryan PrestonPartner
- Jennifer RayPartner
- Evan RothManaging Partner
- Sarah RumphPartner
- Nicholas SquiresPartner
- Todd WhitenackPartner