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Theodore Jonathan Holder

Neuberger Berman BD LLC

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About Theodore Jonathan Holder

Theodore Jonathan Holder is an investment advisor representative with Neuberger Berman BD LLC. Theodore Holder has 25 years of experience in the financial services industry. Theodore Holder is licensed to provide investment advice in Maryland, New York, and other states. Theodore Holder specializes in providing investment advice to individuals and families.

Firm Information

Theodore Holder 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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Theodore Holder’s Registration & Firm History

MD

03/29/2021 - Present

Neuberger Berman BD LLC (TOWSON MD)

NY

09/29/2009 - 09/27/2010

COHEN & STEERS SECURITIES, LLC (NEW YORK NY)

IA

11/10/2008 - 10/02/2009

PRINCOR FINANCIAL SERVICES CORPORATION (DES MOINES IA)

IL

06/15/1998 - 09/08/2008

NUVEEN INVESTMENTS, LLC (CHICAGO IL)

MA

12/06/1996 - 09/10/1997

KEYPORT FINANCIAL SERVICES CORP. (WELLESLEY HILLS MA)

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Licenses & Designations

IA

Issued 06/04/2001

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 06/18/1999

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/07/1998

Series 7 - General Securities Representative Examination

BC

Issued 12/05/1996

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 Theodore Jonathan Holder.
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