Roland David, financial advisor Paoli PA
93 score

Roland David

CRD Number: 4462353
Current Firm: Neuberger Berman Bd LLC

Roland David (CRD# 4462353) is an Investment Advisor Representative working at Neuberger Berman Bd LLC in Paoli, PA and has over 16 years of experience in the finance industry.

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Company Name Location Dates Years
Neuberger Berman Management Inc. Columbia, MD Jun 2005 - Current 12
Neuberger Berman, LLC Columbia, MD Jun 2005 - Current 12
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 2001
S65 NASAA Investment Advisors Law Examination Jun 2011
Contact Info for Roland R. David
Phone Number: 212-476-9000
Firm Website: http://www.nb.com
Registered State(s):
  • NJ
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, AR, CA, 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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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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