linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Josh Kelly Overbay

Neuberger Berman BD LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Josh? Claim Your Profile

About Josh Kelly Overbay

Josh Kelly Overbay is a registered representative with Neuberger Berman BD LLC and has been in the financial services industry since 2008. Josh has worked at several prominent firms in the past, including Lazard Frères & Co. LLC and PRC Securities, LLC. Josh is currently registered with the states of Connecticut and New York, with a Series 66, Series 63, Series 7TO, SIE, Series 79 and Series 22. Josh specializes in providing advisory services to clients.

Firm Information

Josh Overbay 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.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

check

percentage of assets

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

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Josh Overbay’s Registration & Firm History

NY

03/23/2021 - Present

Neuberger Berman BD LLC (NEW YORK NY)

NY

11/02/2010 - 02/06/2014

LAZARD FRERES & CO. LLC (NEW YORK NY)

NY

09/25/2008 - 04/28/2010

PRC SECURITIES, LLC (NEW YORK NY)

Not sure if Josh Kelly Overbay is right for you?

Licenses & Designations

BOTH

Issued 11/24/2020

Series 66 - Uniform Combined State Law Examination

BC

Issued 12/04/2008

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 11/12/2021

Series 24 - General Securities Principal Examination

BC

Issued 10/21/2020

Series 7TO - General Securities Representative Examination

BC

Issued 03/13/2020

SIE - Securities Industry Essentials Examination

BC

Issued 01/26/2011

Series 79 - Investment Banking Registered Representative Examination

BC

Issued 09/24/2008

Series 22 - Direct Participation Programs 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 Josh Kelly Overbay.
Not sure if Josh Kelly Overbay is right for you?