David AcconcioCRD Number: 5485468
Current Firm: Neuberger Berman Bd LLC
David Acconcio (CRD# 5485468) is an Investment Advisor Representative working at Neuberger Berman Bd LLC in New York, NY and has over 12 years of experience in the finance industry. David Acconcio has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Financial Life Focus, LLC
Merrill Lynch, Pierce, Fenner & Smith Incorporated
|Neuberger Berman LLC||New York, NY||Nov 2014 - Current||8|
|Massachusetts Mutual Life Insurance Company||Springfield, MA||Feb 2008 - Nov 2014||6|
|Mml Investors Services, LLC||Springfield, MA||Feb 2008 - Nov 2014||6|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Dec 2010|
Total Assets Under Management0MILLIONS
Total Number of Accounts0ACCOUNTS
Average Account Value$0
- A percentage of assets under your management
- Selection of other advisers (including private fund managers)
AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV
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