DL
CFA
DL
CFA

David Levine

28 Years of Experience
Woodmere, NY
Broker

David Levine is a CFA-designated registered investment advisor at Neuberger Berman Bd LLC, based in Woodmere, NY, with 28 years of industry experience. David 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

Woodmere, NY

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History

Regulatory History
Clean regulatory record

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

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Other Business Activities

David provides portfolio management services to Neuberger Berman BD LLC clients, including separate accounts and pooled investment vehicles managed by Neuberger Berman Investment Advisers LLC. This is concurrent with his duties as a Registered Representative.

Employment History
Current Registrations
Neuberger Berman Bd LLC
November 2018 - Present · 7 yrs 11 mos
Neuberger Berman Bd LLCBroker
October 1997 - Present · 29 yrs
Neuberger Berman Bd LLC
October 1997 - Present · 29 yrs
Previous Registrations
Neuberger Berman Management LLCBroker
April 2006 - June 2016 · 10 yrs 2 mos
Neuberger & Berman, LLCBroker
October 1997 - September 1998 · 11 mos
State Registrations51 states
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AdvisorBrokerBoth

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Exams
No exam information available for this advisor.