BS
CFA
BS
CFA

Bonnie Stanfield

12 Years of Experience
Chicago, IL
Broker

Bonnie Stanfield is a CFA-designated registered investment advisor at Neuberger Berman Bd LLC, based in Chicago, IL, with 12 years of industry experience. Bonnie 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

190 South Lasalle Street, 23rd & 24th & 27th Floor, Chicago, IL, 60603

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 →
Employment History
Current Registrations
Neuberger Berman Bd LLC
June 2022 - Present · 4 yrs 1 mo
Neuberger Berman Bd LLC
June 2022 - Present · 4 yrs 1 mo
Neuberger Berman Bd LLCBroker
June 2022 - Present · 4 yrs 1 mo
Previous Registrations
Putnam Retail Management Limited PartnershipBroker
December 2013 - May 2022 · 8 yrs 5 mos
State Registrations42 states
AKALAZCACOCTDCDEFLGAHIIAILINKSKYLAMAMDMIMNMOMSMTNDNENJNMNVNYOHOKORPASDTNTXUTVAWAWIWY
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.
Bonnie Stanfield - Financial Advisor | TrueAdvisor