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Patrick Warren Kenefick

Neuberger Berman BD LLC

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About Patrick Warren Kenefick

Patrick Kenefick is a financial advisor with over 20 years of experience in the industry. Patrick is currently registered with Neuberger Berman BD LLC in Tampa, Florida and Bradenton, Florida. Patrick has held previous positions with Merrill Lynch, Pierce, Fenner & Smith Incorporated, Invest Financial Corporation, Futureshare Financial LLC, and Neuberger Berman, LLC. Patrick is a Series 7, Series 63, and Series 65 licensed financial advisor and is registered in 25 states.

Firm Information

Patrick Kenefick 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 Kenefick’s Registration & Firm History

FL

03/29/2021 - Present

Neuberger Berman BD LLC (TAMPA FL)

NY

08/24/2004 - 05/01/2012

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)

WI

11/26/2002 - 07/15/2004

INVEST FINANCIAL CORPORATION (APPLETON WI)

NJ

06/21/2002 - 11/29/2002

FUTURESHARE FINANCIAL LLC (JERSEY CITY NJ)

NY

08/17/1998 - 06/16/2000

NEUBERGER BERMAN, LLC (NEW YORK NY)

GA

10/06/1994 - 01/04/1995

SUNTRUST SECURITIES, INC. (ATLANTA GA)

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Licenses & Designations

IA

Issued 10/06/2000

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 09/02/1998

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/05/1994

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq ISE, LLC

N

Nasdaq Stock Market

Disclosures

There is public disclosure for Patrick Warren Kenefick. Review regulatory record here.
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