Stephen Charles Colodny

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

• 07/2017 → 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

• 2022-04-26 → 2024-05-28
  Charles Schwab & Co., Inc.
  New York City, NY
• 2018-10-01 → 2022-04-13
  Ubs Financial Services Inc.
  Weehawken, NJ

Exams

• S65 Uniform Investment Adviser Law Examination
  2018-09-26
• S63 Uniform Securities Agent State Law Examination
  2017-09-06

Designations

• Certified Financial Planner

Other Names

• Stephen Charles Colodny
• Stephen Colodny