CD
CD

Charles Devereux

6 Years of Experience
Radnor, PA
Broker

Charles Devereux is a registered investment advisor at Neuberger Berman Bd LLC, based in Radnor, PA, with 6 years of industry experience. Charles 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

555 East Lancaster Avenue, 6th Floor Suite 620, Radnor, PA, 19087

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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

Charles 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 activity is concurrent with his duties as a Registered Representative.

Employment History
Current Registrations
Neuberger Berman Bd LLC
September 2023 - Present · 3 yrs
Neuberger Berman Bd LLC
April 2023 - Present · 3 yrs 5 mos
Neuberger Berman Bd LLCBroker
April 2023 - Present · 3 yrs 5 mos
Previous Registrations
Valuemetrics Capital, L.L.C.Broker
November 1999 - March 2003 · 3 yrs 4 mos
State Registrations2 states
NYPA
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.
Charles Devereux - Financial Advisor | TrueAdvisor