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Kevin Michael McGrath

Neuberger Berman BD LLC

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About Kevin Michael McGrath

Kevin McGrath is a financial professional with over 15 years of experience in the financial services industry. Kevin currently works at Neuberger Berman BD LLC as a Registered Representative. Kevin has held previous roles at Neuberger Berman Management LLC and Fleet Specialist, Inc. Kevin is registered with the state of New Jersey and New York as a Registered Representative and Investment Advisor Representative. Kevin has a Series 6, 7, 63 and 65 license and holds the Certified Financial Planner designation.

Firm Information

Kevin McGrath 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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Kevin McGrath’s Registration & Firm History

NY

03/25/2021 - Present

Neuberger Berman BD LLC (NEW YORK NY)

NY

01/06/2006 - 02/19/2009

NEUBERGER BERMAN MANAGEMENT LLC (NEW YORK NY)

NY

06/09/2004 - 08/13/2004

FLEET SPECIALIST, INC. (NEW YORK NY)

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Licenses & Designations

IA

Issued 03/12/2012

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 02/28/2006

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/11/2007

Series 7 - General Securities Representative Examination

BC

Issued 01/05/2006

Series 6 - Investment Company Products/Variable Contracts 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 Kevin Michael McGrath.
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