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David Iver Weiner

Neuberger Berman BD LLC

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About David Iver Weiner

David Weiner is a financial advisor with over 35 years of experience in the industry. David is registered with Neuberger Berman BD LLC, a leading investment firm. David provides portfolio management services to various clients, including separate accounts and pooled investment vehicles. David is also a registered investment advisor in New Jersey and New York.

Firm Information

David Weiner 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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David Weiner’s Registration & Firm History

NY

03/26/2021 - Present

Neuberger Berman BD LLC (NEW YORK NY)

NY

10/22/1986 - 02/10/1994

FIRST MANHATTAN CO (NEW YORK NY)

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Licenses & Designations

IA

Issued 07/01/1994

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 12/05/1986

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 03/27/1997

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/18/1986

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq ISE, LLC

N

Nasdaq Stock Market

Disclosures

There is public disclosure for David Iver Weiner. Review regulatory record here.
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