Role at BBR Partners
- Title on Schedule A
- Partner
- Control
- Steven Pressman is not a control person of BBR Partners.
- Ownership
- An individual ownership band is not available in the source record.
- Tenure
- Steven Pressman has held the filed role since December 2014.
The firm
Career on record
Steven Pressman has been registered through BBR Partners since March 2021, and before that through Commonwealth Financial Network.
- Commonwealth Financial Network– · 3 yearsStamford, CT · Adviser representative · Firm CRD 8032
- Passed Series 7 and Series 66 · 2007
Registrations and exams
Steven Pressman has a current investment-adviser registration in Connecticut and New York and has passed 2 qualifying exams.
| State | Scope | Status | Since |
|---|---|---|---|
| Connecticut | Investment adviser representative | Approved | 21 July 2022 |
| New York | Investment adviser representative | Approved | 30 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 | 20 December 2007 |
| Series 7 | General Securities Representative Examination | 10 December 2007 |
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
Individual record
- Full name
- Steven David Pressman
- CRD
- 5439598
- 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 Partners identifies Steven D. Pressman as co-head of Portfolio & Wealth Advisory. Official firm biography/team page
Education
- J.D., Columbia University School of LawOfficial firm biography/team page
- B.S. in Economics, cum laude, Wharton School, University of PennsylvaniaOfficial firm biography/team page
Credentials and memberships
- Certified Public AccountantOfficial firm biography/team page
Common questions
Where does Steven Pressman work?
Steven Pressman has been Partner of BBR Partners, LLC since December 2014.
Is Steven Pressman a financial advisor?
Yes. Steven Pressman has a current investment-adviser registration in Connecticut and New York, through BBR Partners since March 2021, as of 18 October 2026.
How many years of experience does Steven Pressman have?
Steven Pressman has worked in the financial industry for 8 years as of 18 October 2026, counted from 29 August 2018, across 2 adviser firms.
What exams has Steven Pressman passed?
Steven Pressman has passed 2 licensing exams: the Series 7 and Series 66. The earliest, the Series 7, was passed in December 2007.
Where did Steven Pressman work before BBR Partners?
Before BBR Partners, Steven Pressman was registered through Commonwealth Financial Network, January 2008 to August 2010.
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
- Ryan PrestonPartner
- Jennifer RayPartner
- Evan RothManaging Partner
- Sarah RumphPartner
- Nicholas SquiresPartner
- Todd WhitenackPartner