April Sharon Muench
Professional Summary
April Sharon Muench, who also goes by April Muench, is a registered financial advisor currently at NEUBERGER BERMAN BD LLC located in Dallas, Texas. April is registered as a RR (Registered Representative) and started their career in finance in 2024. April has worked at 2 firms and has passed the Series 63, Series 79TO and SIE exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
April Muench
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Videos & Posts
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Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
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Disclosures on record.
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Years of Experience
2 years in the financial services industry
Current & Past Employments
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Current Firm
NEUBERGER & BERMAN | NEUBERGER BERMAN, LLC | NEUBERGER BERMAN LLC | NEUBERGER BERMAN BD LLC | NEUBERGER & BERMAN, LLC
Contact Information
Main Address
1290 Avenue Of The Americas, New York, NY 10104Mailing Address
1290 Avenue Of The Americas, New York, NY 10104Phone Number
(212) 476-9000Established
Delaware since 11/01/1996Firm Type
Limited Liability CompanyFiscal Year End
DecemberFirm Size
Large# of Employees
1,087SEC notice filing (50 States and Territories)
Registered to provide investment advisory services in 50 US states and territories.
FINRA licenses (53 States and Territories)
Registered to provide investment advisory services in 50 US states and territories.
Direct owners and executive officers
Disclosures
Regulatory Event
20Arbitration
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
The advisor shows no other business activity.
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Primary Firm SEC Registration
NEUBERGER & BERMAN | NEUBERGER BERMAN, LLC | NEUBERGER BERMAN LLC | NEUBERGER BERMAN BD LLC | NEUBERGER & BERMAN, LLC
State Registrations and Notice Filings
(10/22/2026)
Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 79TO — Investment Banking Registered Representative Examination
Passed Aug 2024About the Series 79TO examSRO Registrations
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CRS (Client Relationship Summary) - BD
Click below to view April Sharon Muench's CRS (Customer Relationship Summary).
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