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Nicole Davis

Partner at BBR Partners

Officer record from the firm’s Form ADVForm ADV filed 30 July 2026

Nicole Davis is Partner of BBR Partners, LLC, a New York investment adviser.

Role at BBR Partners

Title on Schedule A
Partner
Control
Nicole Davis is not a control person of BBR Partners.
Ownership
An individual ownership band is not available in the source record.
Tenure
Nicole Davis has held the filed role since December 2022.

The firm

BBR Partners, LLC
New York, NY

Form ADV filed 30 July 2026

$36.5B AUM245 clients53 advisers3 offices

Career on record

The IAPD individual lookup on 18 October 2026 returned no individual record. This profile uses the firm’s Form ADV officer listing.

Registrations and exams

Individual registration and examination information for Nicole Davis is unavailable. An officer title or CRD number does not by itself establish current investment adviser representative registration, and no registration or examination counts are inferred.

Officer record

Full name
Nicole Davis
CRD
5229807
Firm
BBR Partners, LLC
Record basis
Form ADV officer listing
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 Partners identifies Nicole C. Davis as co-chief operating officer of Portfolio & Wealth Advisory and head of Advisory Services. Official firm biography/team page

Education

Common questions

Where does Nicole Davis work?

Nicole Davis has been Partner of BBR Partners, LLC since December 2022.

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

Leadership at BBR Partners

Sources

  1. IAPD individual lookup, CRD 5229807. This profile uses the Form ADV officer listing; the individual lookup did not provide a current investment-adviser record.
  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 Nicole Davis or BBR Partners, LLC and makes no representation about the quality of their services. This directory does not report disciplinary history, in either direction.