Jeremy Horelick, financial advisor West Palm Beach FL
89 score

Jeremy Horelick

CRD Number: 6315013
Current Firm: Alliancebernstein LP

Jeremy Horelick (CRD# 6315013) is an Investment Advisor Representative working at Alliancebernstein LP in West Palm Beach, FL and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Sanford C. Bernstein & Company, LLC West Palm Beach, FL Mar 2014 - Current 2
Jewish Federation Of Palm Beach County West Palm Beach, FL Aug 2013 - Feb 2014 < 1
American Israel Public Affairs Committee Ft. Lauderdale, FL Jun 2005 - Aug 2013 8
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Apr 2014
Contact Info for Jeremy B. Horelick
Phone Number: 212-969-1000
Firm Website: http://www.bernstein.com
Registered State(s):
  • FL
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
89
Clean Record
This advisor has a clean track record with regulators.

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