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Owen Martin Concannon

Neuberger Berman BD LLC

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About Owen Martin Concannon

Owen Martin Concannon is a registered representative with Neuberger Berman BD LLC, based in New York, NY. Owen has been in the industry since 2008 and has experience with several firms, including Touchstone Securities, Inc. and Foreside Fund Services, LLC. Owen has the Series 6, 7, and 63 securities licenses, as well as the SIE exam. He is also a Chartered Financial Analyst. Owen has also provided educational content for the CFA Institute. Owen has been with Neuberger Berman since 2015 and has a broad understanding of various aspects of the financial services industry.

Firm Information

Owen Concannon 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

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

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Owen Concannon’s Registration & Firm History

NY

03/23/2021 - Present

Neuberger Berman BD LLC (NEW YORK NY)

OH

10/07/2010 - 10/31/2012

TOUCHSTONE SECURITIES, INC. (CINCINNATI OH)

MA

06/18/2009 - 12/09/2009

FORESIDE FUND SERVICES, LLC (BOSTON MA)

MA

08/19/2008 - 11/25/2008

MFS FUND DISTRIBUTORS, INC. (BOSTON MA)

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Licenses & Designations

BC

Issued 07/02/2015

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/04/2015

Series 7 - General Securities Representative Examination

BC

Issued 08/18/2008

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 Owen Martin Concannon.
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