MF
MF
Maximilian Fernandez
5 Years of Experience
San Francisco, CA
Broker
Maximilian Fernandez is a registered investment advisor at Neuberger Berman Bd LLC, based in San Francisco, CA, with 5 years of industry experience. Maximilian 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
San Francisco, CA
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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
August 2025 - Present · 1 yr 1 mo
Neuberger Berman Bd LLCBroker
May 2025 - Present · 1 yr 4 mos
Neuberger Berman Bd LLC
May 2025 - Present · 1 yr 4 mos
Previous Registrations
Morgan Stanley & CO. LLCBroker
June 2023 - May 2025 · 1 yr 11 mos
Bnp Paribas Securities CORP.Broker
August 2020 - May 2023 · 2 yrs 9 mos
State Registrations2 states
CANY
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.