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Kyle Matthew O'Hara

Neuberger Berman BD LLC

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About Kyle Matthew O'Hara

Kyle Matthew O'Hara is an investment advisor representative with Neuberger Berman BD LLC, registered in New Jersey and New York. Kyle has been in the industry since October 27, 2019 and holds the Series 66, Series 31, Series 7TO and SIE licenses. Kyle has held positions at various firms including Morgan Stanley, HighTower Advisors and New York University Athletics Department. Kyle's primary focus is selection of other advisors.

Firm Information

Kyle O'Hara 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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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.

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percentage of assets

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

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Kyle O'Hara’s Registration & Firm History

NY

03/29/2021 - Present

Neuberger Berman BD LLC (NEW YORK NY)

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Licenses & Designations

BOTH

Issued 01/25/2020

Series 66 - Uniform Combined State Law Examination

BC

Issued 02/29/2020

Series 31 - Futures Managed Funds Examination

BC

Issued 10/26/2019

Series 7TO - General Securities Representative Examination

BC

Issued 08/10/2019

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 Kyle Matthew O'Hara.
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