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Megan Anna Konfino

Neuberger Berman Bd LLC

Commack, NY

New York, NY

CRD 7249129

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Employer firm

Neuberger Berman Bd LLC CRD 2908

Reported services (Item 5G)

  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Neuberger Berman Bd Llc

1290 Avenue Of The Americas, New York, NY 10104 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2024-06-17
  • NY RA
    APPROVED
    Since 2024-06-17

Branch Locations

Commack, NY • United States

1290 Avenue Of The Americas, New York, NY 10104 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
C.P.A. Investors Planning Group Inc Melville NY 06/2020 06/2024
Commack Middle/High School Commack NY 09/2012 07/2017
Marist College Poughkeepsie NY 08/2017 05/2021
Cetera Advisor Networks El Segundo CA 06/2021 07/2023
Cetera Advisor Networks El Segundo CA 07/2023 06/2024
Cetera Investment Advisers Llc Schaumburg IL 05/2024 06/2024
Neuberger Berman New York NY 06/2024 Present
  • 06/2020 → 06/2024
    C.P.A. Investors Planning Group Inc
    Melville, NY
  • 09/2012 → 07/2017
    Commack Middle/High School
    Commack, NY
  • 08/2017 → 05/2021
    Marist College
    Poughkeepsie, NY
  • 06/2021 → 07/2023
    Cetera Advisor Networks
    El Segundo, CA
  • 07/2023 → 06/2024
    Cetera Advisor Networks
    El Segundo, CA
  • 05/2024 → 06/2024
    Cetera Investment Advisers Llc
    Schaumburg, IL
  • 06/2024 → Present
    Neuberger Berman
    New York, NY
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-04-10
  • S66 Uniform Combined State Law Examination
    2024-04-10
Other Names
  • Megan Konfino
  • Megan Anna Konfino

View on SEC IAPD

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