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Patrick Kenefick
25 Years of Experience
Tampa, FL
1 DisclosureBroker
Patrick Kenefick is a registered investment advisor at Neuberger Berman Bd LLC, based in Tampa, FL, with 25 years of industry experience. Patrick operates on a fee-only basis, meaning they do not earn commissions from product sales.
Compensation
Fee-Only (% of Portfolio)
Firm Size
837 advisors
IM Fee
Planning only
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Location
401 East Jackson Street Suite 2350, Tampa, FL, 33602
Get directionsHistory
Regulatory History (1)
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Customer Dispute
June 2003Denied
Employment History
Current Registrations
Neuberger Berman Bd LLC
May 2012 - Present · 14 yrs
Neuberger Berman Bd LLC
May 2012 - Present · 14 yrs
Neuberger Berman Bd LLCBroker
May 2012 - Present · 14 yrs
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
August 2004 - May 2012 · 7 yrs 9 mos
Merrill Lynch Trust Company
August 2004 - November 2006 · 2 yrs 3 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
August 2004 - May 2012 · 7 yrs 9 mos
Invest Financial Corporation
February 2003 - July 2004 · 1 yr 5 mos
Invest Financial CorporationBroker
November 2002 - July 2004 · 1 yr 8 mos
Futureshare Financial LLCBroker
June 2002 - November 2002 · 5 mos
Neuberger Berman, LLCBroker
August 1998 - June 2000 · 1 yr 10 mos
Suntrust Securities, INC.Broker
October 1994 - January 1995 · 3 mos
State Registrations27 states
ALCACOCTFLGAIAILLAMAMIMNMONCNENJNMNVNYORPRRISCTNTXVAWY
AdvisorBrokerBoth
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.