Jaime Moisio, financial advisor Chicago IL
93 score

Jaime Moisio

CRD Number: 5549124
Current Firm: Alliancebernstein LP

Jaime Moisio (CRD# 5549124) is an Investment Advisor Representative working at Alliancebernstein LP in Chicago, IL and has over 6 years of experience in the finance industry.

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Company Name Location Dates Years
Alliancebernstein Chicago, IL Jul 2012 - Current 4
Raymond James & Associates Chicago, IL Apr 2011 - Jul 2012 1
Howe Barnes Hoefer & Arnett, Inc. Chicago, IL Oct 2009 - Mar 2011 1
Tuscany, LLC Cleveland, OH May 2009 - Oct 2009 < 1
Miami University Oxford, OH Aug 2005 - May 2009 3
Wachovia Securities, LLC Oxford, OH May 2005 - Jan 2009 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Nov 2010
Contact Info for Jaime I. Moisio
Phone Number: 212-969-1000
Firm Website: http://www.bernstein.com
Registered State(s):
  • IL
By the Numbers
  • Total Assets Under Management
    436,187
    MILLIONS
  • Total Number of Accounts
    38,589
    ACCOUNTS
  • Average Account Value
    $11,303,398
Compensation Options
  • A percentage of assets under your management
  • Subscription fees (for a newsletter or periodical)
  • Fixed fees (other than subscription fees)
  • Commissions
  • Performance-based fees
Advisory Services Offered
  • 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
  • Other
Types of Clients
Registered States

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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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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