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Todd Whitenack

Partner at BBR Partners

Investment adviser registrationSEC 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

Todd Whitenack is Partner of BBR Partners, LLC, a New York investment adviser managing $36.5B. Todd Whitenack has been registered through BBR Partners since 29 March 2021, has 5 years in the industry across 1 firm and has passed the Series 7, Series 63 and Series 3.

Role at BBR Partners

Title on Schedule A
Partner
Control
Todd Whitenack is not a control person of BBR Partners.
Ownership
An individual ownership band is not available in the source record.
Tenure
Todd Whitenack 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

Todd Whitenack has been registered through BBR Partners since March 2021.

Firms and exams, newest first
  1. Bbr Partners, LLCCurrent
    – present · 6 years
    , · Adviser representative · Firm CRD 109688
  2. Passed Series 3 · 2012
  3. Passed Series 63 · 2000
  4. Passed Series 7 · 1999

Registrations and exams

Todd Whitenack has a current investment-adviser registration in New Jersey and New York and has passed 3 qualifying exams.

New Jersey3 October 2022
Scope
Investment adviser representative
Status
Approved
New York29 March 2021
Scope
Investment adviser representative
Status
Approved

Examinations

Series 6311 January 2000
Name
Uniform Securities Agent State Law Examination
Series 327 April 2012
Name
National Commodity Futures Examination
Series 729 December 1999
Name
General Securities Representative Examination

Individual record

Full name
Todd Casey Whitenack
CRD
2817049
Firm
BBR Partners, LLC
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’ current directory lists Todd C. Whitenack as Co-Managing Partner, Director of Investment Research. BBR Partners directory

Common questions

Where does Todd Whitenack work?

Todd Whitenack has been Partner of BBR Partners, LLC since December 2010.

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

Is Todd Whitenack a financial advisor?

Yes. Todd Whitenack has a current investment-adviser registration in New Jersey and New York, 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 Todd Whitenack have?

Todd Whitenack has worked in the financial industry for 5 years as of 17 October 2026, counted from 28 March 2021, across 1 adviser firm.

Source: IAPD individual record, checked 17 October 2026

What exams has Todd Whitenack passed?

Todd Whitenack has passed 3 licensing exams: the Series 7, Series 63 and Series 3. The earliest, the Series 7, was passed in December 1999.

Source: IAPD individual record, checked 17 October 2026

Leadership at BBR Partners

Sources

  1. IAPD individual record, CRD 2817049. 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 Todd Whitenack or BBR Partners, LLC and makes no representation about the quality of their services. This directory does not report disciplinary history, in either direction.