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Inactive

Stephen Charles Colodny

Bbr Partners, LLC

New York, NY

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Current Employers
Bbr Partners, Llc

55 East 52Nd Street 18Th Floor, New York, NY 10055 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2024-08-07
NY RA APPROVED 2024-05-01
  • TX RA
    APPROVED
    Since 2024-08-07
  • NY RA
    APPROVED
    Since 2024-05-01

Branch Locations

55 East 52Nd Street 18Th Floor, New York, NY 10055 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
The Vanguard Group, Inc. Malvern PA 07/2017 08/2018
Franklin And Marshall College Lancaster PA 09/2013 05/2017
Ubs Financial Services Inc. Weehawken NJ 08/2018 04/2022
Charles Schwab Bank Ssb New York NY 04/2022 04/2024
Bbr Partners, Llc New York NY 04/2024 Present
  • 07/2017 → 08/2018
    The Vanguard Group, Inc.
    Malvern, PA
  • 09/2013 → 05/2017
    Franklin And Marshall College
    Lancaster, PA
  • 08/2018 → 04/2022
    Ubs Financial Services Inc.
    Weehawken, NJ
  • 04/2022 → 04/2024
    Charles Schwab Bank Ssb
    New York, NY
  • 04/2024 → Present
    Bbr Partners, Llc
    New York, NY
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2018-09-26
S63 Uniform Securities Agent State Law Examination 2017-09-06
  • S65 Uniform Investment Adviser Law Examination
    2018-09-26
  • S63 Uniform Securities Agent State Law Examination
    2017-09-06
Designations
Other Names
  • Stephen Charles Colodny
  • Stephen Colodny

View on SEC IAPD

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