Chad Schroeder is a registered investment advisor at Neuberger Berman Bd LLC, based in Chicago, IL, with 23 years of industry experience. Chad 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
Chicago, IL
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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.
Learn about disclosures →Employment History
Current Registrations
Neuberger Berman Bd LLC
August 2025 - Present · 1 yr 1 mo
Neuberger Berman Bd LLC
July 2025 - Present · 1 yr 2 mos
Neuberger Berman Bd LLCBroker
July 2025 - Present · 1 yr 2 mos
Previous Registrations
Foreside Fund Services, LLCBroker
September 2024 - February 2025 · 5 mos
Eaton Vance Management
October 2022 - May 2024 · 1 yr 7 mos
Eaton Vance Distributors, INC.Broker
September 2022 - May 2024 · 1 yr 8 mos
Mesirow Financial Investment Management, INC.
July 2018 - July 2022 · 4 yrs
Mesirow Financial, INC.Broker
February 2014 - July 2022 · 8 yrs 5 mos
Mesirow Advanced Strategies INC
February 2014 - July 2018 · 4 yrs 5 mos
Morgan Stanley
November 2010 - February 2014 · 3 yrs 3 mos
Morgan StanleyBroker
November 2010 - February 2014 · 3 yrs 3 mos
Calamos Wealth Management LLC
June 2009 - August 2010 · 1 yr 2 mos
Calamos Financial Services LLCBroker
October 2007 - August 2010 · 2 yrs 10 mos
Citigroup Global Markets INC.Broker
July 2001 - October 2007 · 6 yrs 3 mos
State Registrations2 states
ILNY
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.