Matthew Romeo is a registered investment advisor at Neuberger Berman Bd LLC, based in Smithtown, NY, with 5 years of industry experience. Matthew 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
Smithtown, NY
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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
April 2022 - Present · 4 yrs 1 mo
Neuberger Berman Bd LLC
April 2022 - Present · 4 yrs 1 mo
Neuberger Berman Bd LLCBroker
April 2022 - Present · 4 yrs 1 mo
Previous Registrations
Vanderbilt Securities, LLCBroker
February 2021 - April 2022 · 1 yr 2 mos
State Registrations1 state
NY
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.