Kodiak
Simpson

Neuberger Berman Bd LLC

CRD#7120134
Investment Advisor
in New York, NY

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About this Advisor

Kodiak Simpson is a financial advisor based in New York, New York, working with Neuberger Berman Bd LLC. Kodiak has previously held positions at Truchoice Federal Credit Union, Neuberger Berman, State Street Partners LLC, Restaurant Depot, Nestle Waters, and as a student. Kodiak has passed the Series 65 and Series 63 regulatory exams and is registered to provide services in New Jersey and New York. Currently, Kodiak is part of Neuberger Berman Bd LLC, which operates out of New York, New York. The firm has 1,094 employees and offers services including the selection of other advisers. The fee structure at Neuberger Berman Bd LLC includes asset-based fees.

Certifications and Registrations

Series 65, Series 63

Services Offered

Selection of other advisers

Fee Structure

Percentage of Assets

Office Location

1290 Avenue Of The Americas
New York, NY 10104

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Neuberger Berman Bd LLC Brokerage Details

Total Number of Employees

1,094

NY Average: 88

Investment Advisory Services

  • Selection of other advisers

Kodiak Simpson Work History

2019 - Present (6 years)

Neuberger Berman

2018 - 2019 (1 year)

Truchoice Federal Credit Union

2017 - 2019 (2 years)

State Street Partners LLC

2016 - 2017 (1 year)

Restaurant Depot

2016 - 2016 (< 1 year)

Nestle Waters

2009 - 2016 (7 years)

Student

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of Kodiak Simpson to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Neuberger Berman Bd LLC

Savannah Irving
New York, NY
Robert Delmauro
New York, NY
Titanya Watters
New York, NY
Christopher Thomas
New York, NY
Frederick Edwards
New York, NY
Andrew Ielmini
Dallas, TX
Jonathan Dunn
New York, NY
Rawle Skeete
New York, NY

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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