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Lori A Cuneo

Neuberger Berman BD LLC

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About Lori A Cuneo

Lori Cuneo is a financial advisor with Neuberger Berman BD LLC. Lori has been in the industry since 1997 and has experience working at several firms including J.P. Morgan Securities LLC and Royce Investment Group, Inc.. Lori holds several licenses and certifications including Series 7, Series 24, Series 63, and Series 65. Lori specializes in portfolio management services for both individuals and businesses.

Firm Information

Lori Cuneo 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

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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Lori Cuneo’s Registration & Firm History

NY

01/24/2022 - Present

Neuberger Berman BD LLC (NEW YORK NY)

NY

10/01/2008 - 01/24/2022

J.P. MORGAN SECURITIES LLC (NEW YORK NY)

NY

06/03/1998 - 10/01/2008

J.P. MORGAN SECURITIES INC. (NEW YORK NY)

NY

07/10/1997 - 05/18/1998

ROYCE INVESTMENT GROUP, INC. (WOODBURY NY)

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Licenses & Designations

IA

Issued 01/21/2022

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 07/16/1997

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/03/2016

Series 24 - General Securities Principal Examination

BC

Issued 01/02/2023

Series 79TO - Investment Banking Registered Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/09/1997

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 Lori A Cuneo.
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