Melissa Morris is a registered investment advisor at Neuberger Berman Bd LLC, based in Dallas, TX, with 17 years of industry experience. Melissa 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
200 Crescent Court, 18th floor, Dallas, TX, 75201
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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 2015 - Present · 10 yrs 11 mos
Neuberger Berman Bd LLC
March 2015 - Present · 11 yrs 4 mos
Neuberger Berman Bd LLCBroker
March 2015 - Present · 11 yrs 4 mos
Previous Registrations
Foreside Fund Services, LLCBroker
March 2014 - March 2015 · 1 yr
Aligned Manager Services LLCBroker
June 2013 - April 2014 · 10 mos
Quasar Distributors, LLCBroker
May 2007 - March 2012 · 4 yrs 10 mos
State Registrations28 states
AZCACOCTDCDEGAIAILINKSMAMDMEMIMNMONENHNJNYOHOKPARITXVTWI
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.