Erin Merlone, financial advisor Stamford CT

Erin Merlone

CRD Number: 5838907
Current Firm: Alliancebernstein LP

Erin Merlone (CRD# 5838907) is an Investment Advisor Representative working at Alliancebernstein LP in Stamford, CT and has over 12 years of experience in the finance industry.

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Company Name Location Dates Years
Sanford C. Bernstein & Company, LLC New York, NY Jul 2010 - Current 13
Town Of Hempstead Point Lookout, NY Jun 2005 - Current 18
Garden City Middle School Garden City, NY Sep 1998 - Current 25
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 2011
S66 NASAA Uniform Combined State Law Examination Jun 2020
Contact Info for Erin M. Merlone
Phone Number: 615-622-0000
Registered State(s):
  • CT
  • DC
  • FL
  • NY
  • TX
By the Numbers
  • Total Assets Under Management
    582,388
    MILLIONS
  • Total Number of Accounts
    58,634
    ACCOUNTS
  • Average Account Value
    $9,932,599
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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