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Joseph John Bertini

Neuberger Berman BD LLC

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About Joseph John Bertini

Joseph John Bertini is a financial professional with over 20 years of experience in the financial services industry. Joseph has been registered with Neuberger Berman BD LLC since June 2022, and has a Series 63 and SIE license. Before joining Neuberger Berman BD LLC, Joseph held positions at Schroder Fund Advisors LLC, JPMorgan Distribution Services, Inc., AllianceBernstein Investments, Inc., and J.P. Morgan Institutional Investments Inc. Joseph has a strong understanding of the financial markets and is committed to providing his clients with personalized financial advice and investment management services.

Firm Information

Joseph Bertini 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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Joseph Bertini’s Registration & Firm History

NY

06/16/2022 - Present

Neuberger Berman BD LLC (NEW YORK NY)

NY

11/16/2015 - 06/29/2022

SCHRODER FUND ADVISORS LLC (NEW YORK NY)

NY

06/26/2008 - 11/11/2015

JPMORGAN DISTRIBUTION SERVICES, INC. (NEW YORK NY)

NY

08/17/2004 - 05/15/2006

ALLIANCEBERNSTEIN INVESTMENTS, INC. (NEW YORK NY)

NY

05/24/2001 - 08/02/2004

J.P. MORGAN INSTITUTIONAL INVESTMENTS INC. (NEW YORK NY)

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Licenses & Designations

BC

Issued 05/31/2001

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

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 Joseph John Bertini.
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