SK
CFA
SK
CFA

Susan Kasser

16 Years of Experience
Austin, TX
Broker

Susan Kasser is a CFA-designated registered investment advisor at Neuberger Berman Bd LLC, based in Austin, TX, with 16 years of industry experience. Susan 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

Austin, TX

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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

Susan is a member of the Board of Directors for Vail Health, a nonprofit community health care system, since 2022. She dedicates minimal time to this role.

Employment History
Current Registrations
Neuberger Berman Bd LLC
June 2014 - Present · 11 yrs 11 mos
Neuberger Berman Bd LLC
May 2014 - Present · 12 yrs
Neuberger Berman Bd LLCBroker
May 2014 - Present · 12 yrs
Previous Registrations
Goldman, Sachs & CO.Broker
February 1999 - February 2004 · 5 yrs
State Registrations5 states
CODENJNYTX
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.