BC
CFA
BC
CFA

Brian Case

24 Years of Experience
New York, NY
Broker

Brian Case is a CFA-designated registered investment advisor at Neuberger Berman Bd LLC, based in New York, NY, with 24 years of industry experience. Brian 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.

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Other Business Activities

Brian provides portfolio management services to NBBD clients and serves as treasurer for 1075 Park Corporation Condo Board. His treasurer duties take minimal time each month.

Employment History
Current Registrations
Neuberger Berman Bd LLC
April 2003 - Present · 23 yrs 1 mo
Neuberger Berman Bd LLCBroker
September 2001 - Present · 24 yrs 8 mos
State Registrations27 states
CACOCTDCFLGAIDINKSLAMAMDMENCNHNJNMNYOHORPASCTNTXVAVTWY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.