# NEUBERGER BERMAN INVESTMENT SERVICES, LLC

NEUBERGER BERMAN INVESTMENT SERVICES, LLC of NEW YORK, NY is an SEC-registered investment adviser.

## Registration

- CRD: 129618
- Type: SEC-registered investment adviser
- SEC file number: 801-62549
- Location: 605 THIRD AVENUE, 21ST FLOOR, NEW YORK, NY, 10158
- Phone: 800-877-9700
- Latest filing: 2009-02-27
- Regulatory AUM: $95.9M
- Discretionary AUM: $95.9M
- Clients: 1
- Accounts: 5

## Officers, owners & control persons (9)

| Name | Role | Location |
| --- | --- | --- |
| [MATZA ROBERT](https://search.stillhousedata.com/person/729988) | PRESIDENT | — |
| [LANE JEFFREY BRUCE](https://search.stillhousedata.com/person/748268) | PRESIDENT | — |
| [CETRON BRAD ELLIOT](https://search.stillhousedata.com/person/748272) | CHIEF COMPLIANCE OFFICER | — |
| [NILES DANIEL T](https://search.stillhousedata.com/person/749428) | CHIEF EXECUTIVE OFFICER | — |
| [SACK JOSHUA MICHAEL](https://search.stillhousedata.com/person/749429) | CHIEF FINANCIAL OFFICER | — |
| [HANDWERKER KEVIN](https://search.stillhousedata.com/person/766888) | EXECUTIVE VICE PRESIDENT | — |
| [KATZ DAVID LLOYD](https://search.stillhousedata.com/person/769740) | VICE PRESIDENT AND SECRETARY | — |
| [MORELLI ROBERT JOSEPH](https://search.stillhousedata.com/person/769741) | CHIEF FINANCIAL OFFICER | — |
| [OGDEN KEITH EDWARD](https://search.stillhousedata.com/person/770803) | CHIEF OPERATING OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/129618/brochure
- Similar advisers: https://search.stillhousedata.com/firm/129618/similar
- Related entities: https://search.stillhousedata.com/firm/129618/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/129618

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.