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Patricia Miller Zollar

Neuberger Berman BD LLC

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About Patricia Miller Zollar

Patricia Zollar is a financial advisor with Neuberger Berman BD LLC. Patricia has been in the industry since 1993 and has a wide range of experience in the financial services industry. Patricia holds both Series 63 and 66 licenses and is a registered Investment Advisor representative in New Jersey and New York. Patricia has worked for Lehman Brothers Inc. and Goldman, Sachs & Co. before joining Neuberger Berman BD LLC. Patricia is also a member of the Robert Wood Johnson Foundation Investment Committee, a non-profit focused on health.

Firm Information

Patricia Zollar 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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Patricia Zollar’s Registration & Firm History

NY

03/29/2021 - Present

Neuberger Berman BD LLC (NEW YORK NY)

NY

05/20/2004 - 09/24/2008

LEHMAN BROTHERS INC. (NEW YORK NY)

NY

06/22/1998 - 02/21/2003

GOLDMAN, SACHS & CO. (NEW YORK NY)

NY

10/15/1996 - 06/05/1998

THE DREYFUS SERVICE CORPORATION (NEW YORK NY)

NY

06/07/1993 - 11/21/1995

LEHMAN BROTHERS INC. (NEW YORK NY)

NA

06/07/1993 - 10/23/1995

LEHMAN GOVERNMENT SECURITIES INC.

MA

02/01/1993 - 12/01/1994

NATIONSBANC INVESTMENTS, INC. (BOSTON MA)

NA

06/07/1993 - 07/18/1994

LEHMAN SPECIAL SECURITIES INC.

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Licenses & Designations

BOTH

Issued 03/24/2009

Series 66 - Uniform Combined State Law Examination

BC

Issued 03/31/1993

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 12/19/2012

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/17/1993

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 Patricia Miller Zollar.
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