Noah SchlesingerCRD Number: 6557486
Current Firm: Alliancebernstein LP
Noah Schlesinger (CRD# 6557486) is an Investment Advisor Representative working at Alliancebernstein LP in Boston, MA and has over 5 years of experience in the finance industry. Noah Schlesinger has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Artemis Financial Advisors
Fidelity Personal And Workplace Advisors
Claybrook Capital, LLC
|Sanford C. Bernstein & Company, LLC||Boston, MA||Aug 2015 - Current||6|
|Us Trust||Boston, MA||Jun 2013 - Jul 2015||2|
|Wesleyan University||Middletown, CT||Sep 2009 - May 2013||3|
|Nbc News||London,||Jul 2012 - Aug 2012||< 1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Feb 2016|
Total Assets Under Management639,752MILLIONS
Total Number of Accounts46,113ACCOUNTS
Average Account Value$13,873,571
- A percentage of assets under your management
- Subscription fees (for a newsletter or periodical)
- Fixed fees (other than subscription fees)
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV
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