LJ
CFP
LJ
CFP
Lacey Johnson is a CFP-designated registered investment advisor at Neuberger Berman Bd LLC, based in Stamford, CT, with 22 years of industry experience. Lacey 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
Stamford, CT
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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
March 2022 - Present · 4 yrs 7 mos
Neuberger Berman Bd LLCBroker
March 2022 - Present · 4 yrs 7 mos
Neuberger Berman Bd LLC
March 2022 - Present · 4 yrs 7 mos
Previous Registrations
Fidelity Brokerage Services LLCBroker
November 2018 - March 2022 · 3 yrs 4 mos
Strategic Advisers, INC.
April 2013 - March 2016 · 2 yrs 11 mos
Strategic Advisers, INC.
May 2003 - July 2009 · 6 yrs 2 mos
Fidelity Brokerage Services LLCBroker
December 2001 - March 2016 · 14 yrs 3 mos
State Registrations10 states
CACOCTDEFLNJNYSDTXWA
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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