Owen Concannon is a CFA-designated registered investment advisor at Neuberger Berman Bd LLC, based in New York, NY, with 13 years of industry experience. Owen operates on a fee-only basis, meaning they do not earn commissions from product sales.
Compensation
Firm Size
IM Fee
Location
1290 Avenue of the Americas, New York, NY, 10104
Get directionsHistory
Regulatory History
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
Owen is a contract author and writer for the CFA Institute, contributing to their educational curriculum. He spends about 10-20% of his time on this activity, and a few hours per week on editing and refreshing the curriculum, all outside of normal trading hours.
Employment History
Current Registrations
Neuberger Berman Bd LLC
Neuberger Berman Bd LLCBroker
Neuberger Berman Bd LLC
Previous Registrations
Touchstone Securities, INC.Broker
Foreside Fund Services, LLCBroker
Mfs Fund Distributors, INC.Broker
State Registrations2 states
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.