Max Scher

Employer firm

Bbr Partners, LLC CRD 109688

$36.5B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (pooled vehicles)
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 07/2019 → 11/2019
  Rosenblatt Securities
  New York, NY
• 09/2015 → 05/2019
  University Of Michigan
  Ann Arbor, MI
• 12/2019 → 03/2025
  Stifel Nicolaus
  New York, NY
• 03/2025 → 02/2026
  Wells Fargo Clearing Services, Llc
  New York, NY
• 03/2026 → Present
  Bbr Partners
  New York, NY

Previous Registrations

• 2025-03-14 → 2026-02-24
  Wells Fargo Clearing Services, Llc
  New York, NY
• 2022-04-04 → 2025-03-31
  Stifel, Nicolaus & Company, Incorporated
  New York, NY

Exams

• S65 Uniform Investment Adviser Law Examination
  2022-04-01
• S63 Uniform Securities Agent State Law Examination
  2019-12-20

Designations

• Certified Financial Planner

Other Names

• Max Scher
• Max Joshua Scher