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James Francis McAree

Neuberger Berman BD LLC

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About James Francis McAree

James McAree is a financial advisor at Neuberger Berman BD LLC, located in New York, NY. James has been in the financial services industry since 1998. James has a Series 7, Series 16, Series 63, Series 65 and SIE licenses and has held past positions at NEUBERGER BERMAN MANAGEMENT LLC, DAVID J. GREENE AND COMPANY, LLC, FORUM FUND SERVICES, LLC, FUNDS DISTRIBUTOR, INC. and LAZARD FRERES & CO. LLC.

Firm Information

James McAree 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

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James McAree’s Registration & Firm History

NY

09/17/2008 - Present

Neuberger Berman BD LLC (NEW YORK NY)

NY

12/18/2009 - 06/30/2016

NEUBERGER BERMAN MANAGEMENT LLC (NEW YORK NY)

NY

08/10/2006 - 09/18/2008

DAVID J. GREENE AND COMPANY, LLC (NEW YORK NY)

ME

07/28/2004 - 02/18/2005

FORUM FUND SERVICES, LLC (PORTLAND ME)

ME

11/28/2001 - 06/24/2004

FUNDS DISTRIBUTOR, INC. (PORTLAND ME)

NY

02/23/1996 - 12/19/2000

LAZARD FRERES & CO. LLC (NEW YORK NY)

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Licenses & Designations

IA

Issued 05/12/2003

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 03/04/1996

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/26/1996

Series 16 - NYSE Supervisory Analyst Examination

BC

Issued 02/20/1996

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 James Francis McAree.
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