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Steven Katz

Partner at BBR Partners

Investment adviser registrationNew York, NYSEC record checked 17 October 2026

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

IAPD record retrieved 17 October 2026SEC record

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

Role at BBR Partners

Title on Schedule A
Partner
Control
Steven Katz is not a control person of BBR Partners.
Ownership
An individual ownership band is not available in the source record.
Tenure
Steven Katz has held the filed role since December 2010.

The firm

BBR Partners, LLC
New York, NY

Form ADV filed 30 July 2026

$36.5B AUM245 clients53 advisers3 offices

Career on record

Steven Katz 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

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

New York30 March 2021
Scope
Investment adviser representative
Status
Approved
Texas28 June 2021
Scope
Investment adviser representative
Status
Approved, resident

Examinations

No examinations are on Steven Katz’s record.

Individual record

Full name
Steven Roy Katz
CRD
4258612
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 Steven R. Katz as a Partner and Director of Portfolio & Wealth Advisory. The biography describes his work with clients on financial strategy and integrated investment, tax, and estate planning, following earlier roles at U.S. Trust and law firms. BBR Partners official biography

Education

  • LLM in Taxation, New York University School of Law; JD, Fordham University School of Law; BS in Business Management, Cornell University.BBR Partners official biography

Common questions

Where does Steven Katz work?

Steven Katz has been Partner of BBR Partners, LLC since December 2010.

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

Is Steven Katz a financial advisor?

Yes. Steven Katz has a current investment-adviser registration in New York and Texas, through BBR Partners since March 2021, as of 17 October 2026.

Source: IAPD individual record, checked 17 October 2026

How many years of experience does Steven Katz have?

Steven Katz has worked in the financial industry for 5 years as of 17 October 2026, counted from 30 March 2021, across 1 adviser firm.

Source: IAPD individual record, checked 17 October 2026

Where is Steven Katz based?

Steven Katz’s registered office is in New York, NY.

Source: IAPD individual record, checked 17 October 2026

Leadership at BBR Partners

Sources

  1. IAPD individual record, CRD 4258612. 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 17 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 Steven Katz or BBR Partners, LLC and makes no representation about the quality of their services. This directory does not report disciplinary history, in either direction.