Bret Estep, financial advisor Nashville TN

Bret Estep

CRD Number: 4201117
Current Firm: Alliancebernstein LP

Bret Estep (CRD# 4201117) is an Investment Advisor Representative working at Alliancebernstein LP in Nashville, TN and has over 20 years of experience in the finance industry.

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Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 2001
S65 NASAA Investment Advisors Law Examination Jun 2013
S66 NASAA Uniform Combined State Law Examination Jul 2018
Contact Info for Bret W. Estep
Phone Number: 212-969-1000
Registered State(s):
  • TN
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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