DL
CFA
DL
CFA

David Levine

28 Years of Experience
New York, NY
Broker

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

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

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 6 mos
Neuberger Berman Bd LLCBroker
October 1997 - Present · 28 yrs 7 mos
Neuberger Berman Bd LLC
October 1997 - Present · 28 yrs 7 mos
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
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPARISCSDTNTXUTVAVTWAWIWVWY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
David Levine - Financial Advisor | TrueAdvisor