LT
CFA
LT
CFA

Lee Tawil

34 Years of Experience
New York, NY
Broker

Lee Tawil is a CFA-designated registered investment advisor at Neuberger Berman Bd LLC, based in New York, NY, with 34 years of industry experience. Lee is also registered as a broker, so some compensation may come from commissions on products sold.

Compensation
Fee-Only (% of Portfolio)
Firm Size
864 advisors
IM Fee
Planning only
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Location

1290 Avenue of the Americas, New York, NY, 10104

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Lee provides portfolio management services to various Neuberger Berman BD LLC clients, including separate accounts and pooled investment vehicles, which are managed by Neuberger Berman Investment Advisers LLC.

Employment History
Current Registrations
Neuberger Berman Bd LLC
September 2009 - Present · 17 yrs 1 mo
Neuberger Berman Bd LLCBroker
February 2003 - Present · 23 yrs 8 mos
Previous Registrations
Salomon Brothers INC.Broker
November 1997 - September 1998 · 10 mos
Salomon Smith Barney INC.Broker
February 1992 - December 2002 · 10 yrs 10 mos
State Registrations33 states
AZCACOCTDEFLGAILLAMAMDMEMIMNMOMTNCNHNJNMNYOHORPARISCTNTXUTVAVTWAWY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
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