Emily Neubert, financial advisor Denver CO

Emily Neubert

CRD Number: 5066542
Current Firm: Alliancebernstein LP

Emily Neubert (CRD# 5066542) is an Investment Advisor Representative working at Alliancebernstein LP in Denver, CO and has over 15 years of experience in the finance industry. Emily Neubert 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.

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Professional Designations
Company Name Location Dates Years
Alliancebernstein Denver, CO Oct 2012 - Current 9
Jpmorgan Chase Bank Na Los Angeles, CA May 2012 - Oct 2012 < 1
Jp Morgan Securities LLC Los Angeles, CA May 2012 - Oct 2012 < 1
First Foundation Advisors Pasadena, CA Jan 2011 - May 2012 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Sep 2006
Contact Info for Emily R. Neubert
Phone Number: 212-969-1000
Registered State(s):
  • CA
  • CO
By the Numbers
  • Total Assets Under Management
    639,752
    MILLIONS
  • Total Number of Accounts
    46,113
    ACCOUNTS
  • Average Account Value
    $13,873,571
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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