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Brandt Morris Baldwin

Neuberger Berman BD LLC

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About Brandt Morris Baldwin

Brandt Baldwin is a financial advisor currently registered with Neuberger Berman BD LLC. Brandt Baldwin's professional experience includes previous roles with TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC. Brandt Baldwin's professional licenses include Series 66, Series 7TO, and SIE. The advisor is currently registered with 53 state securities authorities and 2 state investment advisor authorities. Brandt Baldwin specializes in investment advisory services for individuals.

Firm Information

Brandt Baldwin is currently registered with Neuberger Berman BD LLC. Neuberger Berman BD LLC is a Limited Liability Company formed in November 1996. The firm is headquartered in New York, NY. The firm is registered with the SEC and in all 50 states, as well as the District of Columbia, Puerto Rico, and the Virgin Islands. They have a team of 1,880 investment advisor representatives and registered representatives. The firm specializes in providing investment advisory services to a variety of clients, including high-net-worth individuals, corporations, and institutions.
Neuberger Berman BD LLC

1290 AVENUE OF THE AMERICAS

NEW YORK, NY 10104

Not reported

Assets Under Management

Not reported

Total Clients

924

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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selection of other advisors

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Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Brandt Baldwin’s Registration & Firm History

TX

03/30/2022 - Present

Neuberger Berman BD LLC (DALLAS TX)

TX

08/30/2021 - 03/23/2022

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (LEWISVILLE TX)

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Licenses & Designations

BOTH

Issued 09/27/2021

Series 66 - Uniform Combined State Law Examination

BC

Issued 08/30/2021

Series 7TO - General Securities Representative Examination

BC

Issued 07/24/2021

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq ISE, LLC

N

Nasdaq Stock Market

Disclosures

There are no public disclosures for Brandt Morris Baldwin.
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