DD
CFA
DD
CFA

Derek Devens

23 Years of Experience
West Palm Beach, FL
Broker

Derek Devens is a CFA-designated registered investment advisor at Neuberger Berman Bd LLC, based in West Palm Beach, FL, with 23 years of industry experience. Derek 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
Loading...

Location

City Place Tower, 525 Okeechobee Blvd Ste 850, West Palm Beach, FL, 33401

Get directions

History

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 →
Other Business Activities

Derek 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
February 2016 - Present · 10 yrs 3 mos
Neuberger Berman Bd LLC
January 2016 - Present · 10 yrs 4 mos
Neuberger Berman Bd LLCBroker
January 2016 - Present · 10 yrs 4 mos
Previous Registrations
Kbd Securities, LLCBroker
June 2011 - January 2016 · 4 yrs 7 mos
Goldman, Sachs & CO.Broker
June 2004 - May 2010 · 5 yrs 11 mos
Bond Logistix LLC
March 2003 - April 2004 · 1 yr 1 mo
Fund Services Advisors, INC. (fsa)Broker
November 2002 - April 2004 · 1 yr 5 mos
Goldman, Sachs & CO.Broker
February 2001 - February 2002 · 1 yr
State Registrations23 states
AZCACOCTDEFLHIIAILMAMONCNHNJNVNYORPATXUTVAVirgin IslandsWA
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.
Derek Devens - Financial Advisor | TrueAdvisor