SS
CFA
SS
CFA

Shannon Saccocia

10 Years of Experience
Boston, MA
Broker

Shannon Saccocia is a CFA-designated registered investment advisor at Neuberger Berman Bd LLC, based in Boston, MA, with 10 years of industry experience. Shannon 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

53 State St, 13th floor, Boston, MA, 02109

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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

Shannon is a member of the Investment Committee for the Sisters of Notre Dame de Namur East-West Province, a charitable organization, dedicating minimal time. Shannon is also a contributor to CNBC, a financial broadcasting company, spending about 10-20% of their time on appearances.

Employment History
Current Registrations
Neuberger Berman Bd LLCBroker
July 2023 - Present · 2 yrs 10 mos
Neuberger Berman Bd LLC
July 2023 - Present · 2 yrs 10 mos
Neuberger Berman Bd LLC
May 2023 - Present · 3 yrs
Previous Registrations
Svb Wealth
April 2015 - May 2023 · 8 yrs 1 mo
State Registrations2 states
MANY
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.