AG
CFA
AG
CFA

Adam Grotzinger

6 Years of Experience
Broker

Adam Grotzinger is a CFA-designated registered investment advisor at Neuberger Berman Bd LLC, based in Chicago, IL, with 6 years of industry experience. Adam operates on a fee-only basis, meaning they do not earn commissions from product sales.

Compensation
Fee-Only (% of Portfolio)
Firm Size
837 advisors
IM Fee
Planning only
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Location

190 South Lasalle Street, 23rd & 24th & 27th Floor, Chicago, IL, 60603

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Adam provides portfolio management services to various Neuberger Berman BD LLC clients, including separate accounts and pooled investment vehicles managed by Neuberger Berman Investment Advisers LLC. This activity is concurrent with his duties as a Registered Representative.

Employment History
Current Registrations
Neuberger Berman Bd LLCBroker
January 2020 - Present · 6 yrs 3 mos
Neuberger Berman Bd LLC
January 2020 - Present · 6 yrs 3 mos
Neuberger Berman Bd LLC
August 2019 - Present · 6 yrs 8 mos
State Registrations2 states
ILNY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.