Role at BBR Partners
- Title on Schedule A
- Partner
- Control
- Ryan Preston is not a control person of BBR Partners.
- Ownership
- An individual ownership band is not available in the source record.
- Tenure
- Ryan Preston has held the filed role since December 2016.
The firm
Career on record
Ryan Preston has been registered through BBR Partners since June 2021, and before that through Convergent Wealth Advisors, LLC and Lydian Wealth Management Company, LLC.
- Convergent Wealth Advisors, LLC– · 1 yearRockville, MD · Adviser representative · Firm CRD 143719
- Lydian Wealth Management Company, LLC– · 3 yearsRockville, MD · Adviser representative · Firm CRD 107659
- Passed Series 65 · 2004
Registrations and exams
Ryan Preston has a current investment-adviser registration in New York and Texas and has passed 1 qualifying exam.
| State | Scope | Status | Since |
|---|---|---|---|
| New York | Investment adviser representative | Approved | 21 June 2021 |
| Texas | Investment adviser representative | Approved, resident | 6 December 2022 |
- Scope
- Investment adviser representative
- Status
- Approved
- Scope
- Investment adviser representative
- Status
- Approved, resident
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 1 September 2004 |
- Name
- Uniform Investment Adviser Law Examination
Individual record
- Full name
- Ryan K Preston
- CRD
- 4799169
- 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 Ryan K. Preston as a Partner and Director of Portfolio & Wealth Advisory. His biography describes work with client families on wealth plans, including investment strategies and integrated tax and estate planning. BBR Partners official biography
Education
- MBA with a concentration in Finance and Investments, The George Washington University; BS, Mary Washington College.BBR Partners official biography
Common questions
Where does Ryan Preston work?
Ryan Preston has been Partner of BBR Partners, LLC since December 2016.
Is Ryan Preston a financial advisor?
Yes. Ryan Preston has a current investment-adviser registration in New York and Texas, through BBR Partners since June 2021, as of 18 October 2026.
How many years of experience does Ryan Preston have?
Ryan Preston has worked in the financial industry for 9 years as of 18 October 2026, counted from 4 July 2017, across 3 adviser firms.
What exams has Ryan Preston passed?
Ryan Preston passed the Series 65 in September 2004.
Where did Ryan Preston work before BBR Partners?
Before BBR Partners, Ryan Preston was registered through Convergent Wealth Advisors, LLC, May 2007 to August 2008; Lydian Wealth Management Company, LLC, September 2004 to May 2007.
Where is Ryan Preston based?
Ryan Preston’s registered office is in New York, NY.
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
- Elizabeth CilloPartner
- 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
- Jennifer RayPartner
- Evan RothManaging Partner
- Sarah RumphPartner
- Nicholas SquiresPartner
- Todd WhitenackPartner