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Daniel Castro

Neuberger Berman BD LLC

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About Daniel Castro

Daniel Castro is a financial advisor with over 16 years of experience in the industry. Daniel is currently registered with Neuberger Berman BD LLC, where Daniel has been employed since 2011. Daniel has previously worked at Neuberger Berman Management LLC, where he held various positions for over five years. Daniel's expertise includes providing financial advice and investment management services to a wide range of clients, including individuals, corporations, and institutions. Daniel holds various licenses and certifications, including the Series 6, 7, 10, 24, 63, and 65, as well as the SIE exam. Daniel is also a Chartered Financial Analyst (CFA).

Firm Information

Daniel Castro 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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Fee Structure

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percentage of assets

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

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Daniel Castro’s Registration & Firm History

NY

03/22/2021 - Present

Neuberger Berman BD LLC (NEW YORK NY)

NY

01/06/2006 - 03/29/2011

NEUBERGER BERMAN MANAGEMENT LLC (NEW YORK NY)

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Licenses & Designations

IA

Issued 03/17/2011

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 01/26/2006

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 02/01/2010

Series 24 - General Securities Principal Examination

BC

Issued 03/16/2007

Series 10 - General Securities Sales Supervisor - General Module Examination

BC

Issued 02/17/2007

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/31/2006

Series 7 - General Securities Representative Examination

BC

Issued 01/05/2006

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq ISE, LLC

N

Nasdaq Stock Market

Disclosures

There are no public disclosures for Daniel Castro.
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