Stephen
Polizzi

Neuberger Berman Bd LLC

CRD#4126353
Investment Advisor
in New York, NY
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About this Advisor

Stephen Polizzi is a certified financial planner working in New York, New York, who has 11 years of financial industry experience. Polizzi is on the advisory team at Neuberger Berman Bd LLC. Throughout their career, they have worked at Ing, Ing Financial Advisers LLC, Skcg Group, Inc, Tower Square Securities, Raymond James Financial Services, Morgan Stanley Smith Barney, Morgan Stanley, Mass Mutual Life Insurance Company/ Lenox Advisors Inc and Mass Mutual Life Insurance Company. Polizzi has Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is able to operate in Connecticut. Neuberger Berman Bd LLC is a financial advisory business based out of New York, New York. The advisory firm offers selection of other advisers. Fees charged by financial advisors vary depending on the financial services. Fees billed by Neuberger Berman Bd LLC typically consist of asset-based fees.

Certifications and Registrations

Series 63, Series 65, Certified Financial Planner

Years of Experience

11 years

Services Offered

Selection of other advisers

Fee Structure

Percentage of Assets

Disclosures

No

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

888

NY Average: 88

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Investment Advisory Services

  • Selection of other advisers

Stephen Polizzi Work History

Stephen has 11 years of experience.

2017 - Present (2 years)

Neuberger Berman

2014 - 2017 (3 years)

Mml Investors Services

2013 - 2013 (0 years)

Morgan Stanley

2013 - 2017 (4 years)

Mass Mutual Life Insurance Company/ Lenox Advisors Inc

2013 - 2017 (4 years)

Mass Mutual Life Insurance Company

2012 - 2013 (1 years)

Morgan Stanley Smith Barney

2010 - 2011 (1 years)

Morgan Stanley Smith Barney

2009 - 2009 (0 years)

Skcg Group, Inc

2009 - 2009 (0 years)

Tower Square Securities

2009 - 2010 (1 years)

Raymond James Financial Services

2007 - 2009 (2 years)

Ing

2007 - 2009 (2 years)

Ing Financial Advisers LLC

Disclosures

Stephen Polizzi has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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