TM
CFA
TM
CFA

Trevor Moreno

11 Years of Experience
Chicago, IL
Broker

Trevor Moreno is a CFA-designated registered investment advisor at Neuberger Berman Bd LLC, based in Chicago, IL, with 11 years of industry experience. Trevor is also registered as a broker, so some compensation may come from commissions on products sold.

Compensation
Fee-Only (% of Portfolio)
Firm Size
858 advisors
IM Fee
Planning only
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Location

190 South Lasalle Street, 23rd & 24th & 27th Floor, Chicago, IL, 60603

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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

Trevor 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 is concurrent with his duties as a Registered Representative.

Employment History
Current Registrations
Neuberger Berman Bd LLC
January 2016 - Present · 10 yrs 9 mos
Neuberger Berman Bd LLC
January 2016 - Present · 10 yrs 9 mos
Neuberger Berman Bd LLCBroker
January 2016 - Present · 10 yrs 9 mos
Previous Registrations
Neuberger Berman Management LLCBroker
January 2015 - June 2016 · 1 yr 5 mos
State Registrations3 states
ILINNY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
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