Max Scher
Investment adviser representative at Bbr Partners, LLC
11 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$36.5BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feePerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
11 years in the industry.
- Bbr Partners, LLCMar 2026 to now
- Wells Fargo Clearing Services, LLCMar 2025 to Feb 2026
- Stifel NicolausDec 2019 to Mar 2025
- Rosenblatt SecuritiesJul 2019 to Nov 2019
- University of MichiganSep 2015 to May 2019
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2019
- Series 65 · Uniform Investment Adviser Law2022
State registrations
Registered as an investment adviser representative in 1 state (NY).
Bbr Partners, LLC
$36.5BAssets managed
245Clients
60Advisers
26 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6681577
- Firm CRD
- 109688