Daniel AxelrodCRD Number: 6346153
Current Firm: Alliancebernstein LP
Daniel Axelrod (CRD# 6346153) is an Investment Advisor Representative working at Alliancebernstein LP in New York, NY and has over 7 years of experience in the finance industry. Daniel Axelrod 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.
Financial Life Focus, LLC
Park Avenue Securities LLC
Hightower Advisors, LLC
|Sanford C. Bernstein & Company, LLC||New York, NY||May 2014 - Current||8|
|Jp Morgan Chase||New York, NY||Jul 2013 - May 2014||< 1|
|Emory University - Goizeuta Business School||Atlanta, GA||Aug 2009 - May 2013||3|
|Jp Morgan Chase||New York, NY||Jun 2012 - Aug 2012||< 1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Aug 2014|
Total Assets Under Management721,781MILLIONS
Total Number of Accounts49,955ACCOUNTS
Average Account Value$14,448,624
- 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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