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Donna Marie Leone

Neuberger Berman BD LLC

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About Donna Marie Leone

Donna Marie Leone is a financial advisor with over 35 years of experience in the industry. Donna has been with Neuberger Berman BD LLC since March 2005 and has been registered with the firm since that time. Donna is also registered in 24 states as a Broker-Dealer. Prior to joining Neuberger Berman BD LLC, Donna was with SWM Securities, Inc. from 1995-2005. She has a strong background in securities and investment products. Donna has held the Series 7, Series 63 and SIE licenses, and is well-versed in a variety of financial planning and investment strategies. Donna is committed to providing her clients with personalized financial advice and guidance to help them achieve their financial goals.

Firm Information

Donna Leone 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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percentage of assets

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Donna Leone’s Registration & Firm History

NY

03/02/2005 - Present

Neuberger Berman BD LLC (NEW YORK NY)

NY

12/22/1995 - 03/04/2005

SWM SECURITIES, INC. (NEW YORK NY)

NY

04/18/1984 - 01/24/1996

SLOATE, WEISMAN, MURRAY & COMPANY, INC. (NEW YORK NY)

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Licenses & Designations

BC

Issued 05/16/1984

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/14/1984

Series 7 - General Securities 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 Donna Marie Leone.
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