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Patrick Quinlivan

Neuberger Berman BD LLC

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About Patrick Quinlivan

Patrick Quinlivan is a financial professional with over 7 years of experience in the financial services industry. Patrick is currently registered with Neuberger Berman BD LLC as an Investment Advisor Representative. Patrick holds a Series 6, 7, 30, 31, 63, and 65 licenses and is registered in the state of New Jersey, New York, and Massachusetts. Prior to joining Neuberger Berman BD LLC, Patrick was employed at PUTNAM RETAIL MANAGEMENT LIMITED PARTNERSHIP.

Firm Information

Patrick Quinlivan 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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Patrick Quinlivan’s Registration & Firm History

MA

03/25/2021 - Present

Neuberger Berman BD LLC (BOSTON MA)

MA

07/31/2012 - 03/05/2019

PUTNAM RETAIL MANAGEMENT LIMITED PARTNERSHIP (ANDOVER MA)

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Licenses & Designations

IA

Issued 04/03/2015

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 08/20/2012

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 07/10/2020

Series 30 - NFA Branch Manager Examination

BC

Issued 05/24/2019

Series 31 - Futures Managed Funds Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/25/2013

Series 7 - General Securities Representative Examination

BC

Issued 07/30/2012

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 Patrick Quinlivan.
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