DH
CFA
DH
CFA

Daniel Hanson

11 Years of Experience
Summit, NJ
Broker

Daniel Hanson is a CFA-designated registered investment advisor at Neuberger Berman Bd LLC, based in Summit, NJ, with 11 years of industry experience. Daniel is also registered as a broker, so some compensation may come from commissions on products sold.

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

Summit, NJ

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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

Daniel 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 LLCBroker
May 2023 - Present · 3 yrs 5 mos
Neuberger Berman Bd LLC
May 2023 - Present · 3 yrs 5 mos
Neuberger Berman Bd LLC
March 2023 - Present · 3 yrs 7 mos
Previous Registrations
Fam Distributors, INC.Broker
August 2003 - October 2006 · 3 yrs 2 mos
Bear, Stearns & CO. INC.Broker
August 1998 - January 2003 · 4 yrs 5 mos
State Registrations7 states
CTNJNMNYOHTXVT
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.
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