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Matthew Russell Barsalona

Investment Adviser Representative at BBR PARTNERS, LLC

New York, NYCRD #7247500Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
5 yrs
States Registered
2 states
Exams Passed
4

Registrations & licenses

Registration type
Dual-registered
Registered in 2 states
New JerseyNew York
Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 9/21/2021
Series 63
Uniform Securities Agent State Law Examination
Passed 3/11/2021
Series 7
General Securities Representative Examination
Passed 1/29/2021
SIE
Securities Industry Essentials Examination
Passed 8/14/2020

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Blended rate
0.0065
Asset tierAnnual rate
First $50 million0.65%
Balance over $50 million0.50%
Balance over $100 million0.00%
Account minimum: $50,000,000

Firm-stated minimum; may be waived at the firm's discretion.

Source

BBR Partners, LLC Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

BBR PARTNERS, LLCCurrent
9/21/2021New York, NY
SANFORD C. BERNSTEIN & CO., LLC
1/29/20217/22/2021Nashville, TN

Official records & sources

Data as of August 9, 2026 · Source: SEC IAPD & FINRA BrokerCheck

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About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Matthew Russell Barsalona has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

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Matthew Russell Barsalona - Financial Advisor in New York, NY | AdvisorFinder