SM
CFA
SM
CFA
Steven Majocha is a CFA-designated registered investment advisor at Neuberger Berman Bd LLC, based in Madison, NJ, with 24 years of industry experience. Steven is also registered as a broker, so some compensation may come from commissions on products sold.
Compensation
Fee-Only (% of Portfolio)
Firm Size
864 advisors
IM Fee
Planning only
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Location
Madison, NJ
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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
April 2007 - Present · 19 yrs 6 mos
Neuberger Berman Bd LLC
March 2007 - Present · 19 yrs 7 mos
Neuberger Berman Bd LLCBroker
March 2007 - Present · 19 yrs 7 mos
Previous Registrations
Citigroup Global Markets INC.Broker
June 2005 - March 2007 · 1 yr 9 mos
Neuberger Berman Management INC.Broker
June 2000 - July 2003 · 3 yrs 1 mo
State Registrations3 states
FLNJNY
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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