DC
CFA
DC
CFA

Daniel Castro

20 Years of Experience
New York, NY
Broker

Daniel Castro is a CFA-designated registered investment advisor at Neuberger Berman Bd LLC, based in New York, NY, with 20 years of industry experience. Daniel 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

1290 Avenue of the Americas, New York, NY, 10104

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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

Daniel works as a computer operator at the New York Eye & Ear Infirmary, dedicating about 10-20% of his time. He also works as a scoreboard operator for Fordham University Sports Information a few hours per week during football and basketball seasons, is a member of CFA Society of New York, and is a board member of Radburn HOA, dedicating minimal time to each.

Employment History
Current Registrations
Neuberger Berman Bd LLC
March 2011 - Present · 15 yrs 6 mos
Neuberger Berman Bd LLC
March 2011 - Present · 15 yrs 6 mos
Neuberger Berman Bd LLCBroker
March 2011 - Present · 15 yrs 6 mos
Previous Registrations
Neuberger Berman Management LLCBroker
January 2006 - March 2011 · 5 yrs 2 mos
State Registrations5 states
DEINMANJNY
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.
Daniel Castro - Financial Advisor | TrueAdvisor