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Matthew Moore Tollison

Neuberger Berman BD LLC

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About Matthew Moore Tollison

Matthew Moore Tollison is a financial advisor with Neuberger Berman BD LLC. Matthew is a registered representative and investment advisor representative in Georgia and New York. Matthew holds a Series 7, Series 31, and Series 66 license.

Firm Information

Matthew Tollison 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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Matthew Tollison’s Registration & Firm History

GA

03/25/2021 - Present

Neuberger Berman BD LLC (ATLANTA GA)

GA

08/20/2008 - 04/22/2016

RIDGEWORTH DISTRIBUTORS LLC (ATLANTA GA)

GA

09/15/2005 - 08/20/2008

SUNTRUST INVESTMENT SERVICES, INC. (ATLANTA GA)

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Licenses & Designations

BOTH

Issued 08/25/2005

Series 66 - Uniform Combined State Law Examination

BC

Issued 12/29/2023

Series 31 - Futures Managed Funds Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/19/2005

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 Matthew Moore Tollison.
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