Daniel Z Lawrence
Investment adviser representative at Bbr Partners, LLC
10 yearsExperience
1 stateRegistered in
$36.5BFirm assets
26 yearsFirm in business
Are you Daniel Z Lawrence? Claim your profile
Contact this firm
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
10 years in the industry.
- Bbr Partners, LLCMar 2026 to now
- UnemployedOct 2025 to Mar 2026
- Bessemer TrustJul 2022 to Oct 2025
- UnemployedMar 2022 to Jul 2022
- Ucla RecreationAug 2019 to Mar 2022
- UclaAug 2018 to Mar 2022
- Domino's PizzaMar 2016 to Aug 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2026
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
- 8236937
- Firm CRD
- 109688