Kevin M. Feijo
NEUBERGER BERMAN BD LLC | Client Service Associate
New York, NY 10104
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CRD#: 7218675
Professional summary
Kevin Michael Feijo, who also goes by Kevin Feijo, is a registered financial advisor currently at NEUBERGER BERMAN BD LLC located in New York, New York.
Kevin is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2020. Kevin has worked at 3 firms and has passed the Series 65, Series 63, Series 7TO, Series 6TO and SIE exams.
Biography
Kevin Feijo (pronounced “FayZhoe”) joins Barnaby and the Team at LK Wealth & Asset Management as a Client Service Associate, where his primary responsibilities will include account operations, Client service and engagement.
Kevin brings 3 years of experience to his new role, having worked as a Relationship Banker at JPMorgan, where his focus was to optimize the Client experience, based on the needs of the individual. Similarly, in his role at Hightower, his goal will be to ensure Client’s receive the highest quality experience as he always goes above and beyond what is asked of him.
Importantly, Kevin is proud to be a 10-year veteran of the US Army Reserves, where he was a medic for 9 years before commissioning as a Financial Management Officer, in which capacity he continues to serve on a periodic, ongoing basis.
He is a graduate of Purdue University Global and enjoys traveling, exploring new foods and taking his dogs Dori, Bette and Kobalt on hikes.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Kevin Feijo
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
ACTIVITY TYPE: 3 - SECOND JOB
NAME OF ENTITY: THE UNITED STATES ARMY RESERVE
POSITION: HEALTHCARE SPECIALIST
START DATE: 10/19/2012
ADDRESS: 25 Farmingdale, New York
DETAILS: THE POSITION THAT I CURRENTLY HOLD WITHIN THE ORGANIZATION IS HEALTHCARE SPECIALIST FOR THE 310TH MILITARY POLICE BATTALION. MY CURRENT TITLE IN THE ORGANIZATION IS MEDICAL NON-COMMISSIONED OFFICER IN CHARGE. I HOLD THE RANK OF SERGEANT/E-5. MY DUTIES INCLUDE MAINTAINING QUALITY HEALTH STANDARDS AND TRAINING IN ADDITION TO INSURING THAT ALL HEALTHCARE SPECIALISTS MAINTAIN THEIR REQUIRED LICENSING.
INVESTMENT RELATED: NO
HOURS DEDICATED (per month unless otherwise indicated): 16
HOURS DURING TRADING: 0
CRS (Client Relationship Summary) - RIA
Click below to view Kevin Michael Feijo's CRS (Customer Relationship Summary).
CRS (Client Relationship Summary) - BD
Click below to view Kevin Michael Feijo's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
August 23, 2024 - Present
NEUBERGER BERMAN BD LLC
Office #1: 1290 Avenue Of The Americas, New York, NY 10104RIA
BD
CRD#: 2908
New York, NY
Current
June 21, 2024 - Present
NEUBERGER BERMAN BD LLC
Office #1: 1290 Avenue Of The Americas, New York, NY 10104RIA
BD
CRD#: 2908
New York, NY
Past
December 12, 2022 - June 10, 2024
HIGHTOWER SECURITIES, LLC
BD
CRD#: 116681
CHICAGO, IL
Past
February 20, 2020 - December 4, 2022
J.P. MORGAN SECURITIES LLC
BD
CRD#: 79
PARSIPPANY, NJ
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
NEUBERGER BERMAN BD LLC
NEUBERGER & BERMAN | NEUBERGER BERMAN, LLC | NEUBERGER BERMAN LLC | NEUBERGER BERMAN BD LLC | NEUBERGER & BERMAN, LLC
CRD#: 2908 / SEC#: 801-3908, 8-1068
RIA
Registered Investment Advisory firm - SEC (1/26/1966 Approved)BD
Broker-Dealer Firm Regulated by FINRA (New York district office)
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Delaware(7/27/2025)
RR
Massachusetts(7/27/2025)
RR
New Jersey(7/12/2024)
IAR
New Jersey(8/23/2024)
RR
New York(6/21/2024)
IAR
New York(8/23/2024)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 2/2/2023
General Securities Representative ExaminationGeneral Industry/Product Exam
RR
Series 6TO
Date: 2/20/2020
Investment Company Products/Variable Contracts Representative ExaminationGeneral Industry/Product Exam
SRO Registrations
RR
FINRA
SRO Registrations
RR
Nasdaq ISE, LLC
SRO Registrations
RR
Nasdaq Stock Market
Current Firm
NEUBERGER BERMAN BD LLC
NEUBERGER & BERMAN | NEUBERGER BERMAN, LLC | NEUBERGER BERMAN LLC | NEUBERGER BERMAN BD LLC | NEUBERGER & BERMAN, LLC
CRD#: 2908 / SEC#: 801-3908, 8-1068
RIA
Registered Investment Advisory firm - SEC (1/26/1966 Approved)BD
Broker-Dealer Firm Regulated by FINRA (New York district office)
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Contact information
Main Address
1290 Avenue Of The Americas, New York, NY 10104
Mailing Address
1290 Avenue Of The Americas, New York, NY 10104
Phone number
(212) 476-9000
Established
Delaware since 11/01/1996
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Large
# of Employees
1,058
SEC notice filing (50 States and Territories)
FINRA licenses (53 States and Territories)
Direct owners and executive officers
Disclosures
| Regulatory Event | 20 |
| Arbitration | 5 |
Red Flags
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Company Information
NEUBERGER BERMAN BD LLC
Client Service AssociateCRD#: 2908New York, NY 10104TRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
