Kyle Vries is a registered investment advisor at Neuberger Berman Bd LLC, based in San Francisco, CA, with 6 years of industry experience. Kyle 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
655 Montgomery Street, Suite 1710, San Francisco, CA, 94111
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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
January 2023 - Present · 3 yrs 4 mos
Neuberger Berman Bd LLC
January 2023 - Present · 3 yrs 4 mos
Neuberger Berman Bd LLCBroker
January 2023 - Present · 3 yrs 4 mos
Previous Registrations
Empower Advisory Group, LLC
December 2021 - January 2023 · 1 yr 1 mo
Empower Financial Services, INC.Broker
December 2021 - January 2023 · 1 yr 1 mo
Wells Fargo Clearing Services, LLC
January 2020 - August 2021 · 1 yr 7 mos
Wells Fargo Clearing Services, LLCBroker
September 2019 - August 2021 · 1 yr 11 mos
State Registrations9 states
CACOFLHINVNYORTXWA
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.