Alliancebernstein LP

Alliancebernstein LP (CRD# 108477) is a financial advisory firm headquartered in New York, NY. They manage $436,186,843,136 in 38,589 accounts and serve the financial needs of clients across 51 states (or territories).

By the Numbers
  • Total Assets Under Management
    436,187
    MILLION
  • 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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

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

Financial Advisors at Alliancebernstein LP
Showing 1 - 10 of 350 top financial advisors.
1
Anthony J. Cook
CRD#: 2135111
1345 Avenue Of The Americas, New York, NY 10105
96
Wealthminder
score

Anthony Cook (CRD# 2135111) is an Investment Advisor Representative working at Alliancebernstein LP in New York, NY and has over 22 years of experience in the finance industry.

2
Danielle B. Kahn
CRD#: 4621354
1345 Avenue Of The Americas, New York, NY 10105
96
Wealthminder
score

Danielle Kahn (CRD# 4621354) is an Investment Advisor Representative working at Alliancebernstein LP in New York, NY and has over 8 years of experience in the finance industry. Danielle Kahn 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.

3
Emily R. Neubert
CRD#: 5066542
1225 17th Street, Suite 2900, Denver, CO 80202
96
Wealthminder
score

Emily Neubert (CRD# 5066542) is an Investment Advisor Representative working at Alliancebernstein LP in Denver, CO and has over 10 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.

4
David K. Ochotorena
CRD#: 4691441
101 East Kennedy Blvd., 32nd Floor, Tampa, FL 33602
96
Wealthminder
score

David Ochotorena (CRD# 4691441) is an Investment Advisor Representative working at Alliancebernstein LP in Tampa, FL and has over 8 years of experience in the finance industry. David Ochotorena 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.

5
Michael A. Woocher
CRD#: 4199887
3475 Piedmont Road Ne, Ste. 1900, Atlanta, GA 30305
96
Wealthminder
score

Michael Woocher (CRD# 4199887) is an Investment Advisor Representative working at Alliancebernstein LP in Atlanta, GA and has over 16 years of experience in the finance industry. Michael Woocher 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.

6
Gonzalo Acevedo
CRD#: 2209934
701 Brickell Avenue, Suite 2240, Miami, FL 33131
93
Wealthminder
score

Gonzalo Acevedo (CRD# 2209934) is an Investment Advisor Representative working at Alliancebernstein LP in Miami, FL and has over 22 years of experience in the finance industry.

7
Arnold Adlin
CRD#: 846500
1345 Avenue Of The Americas, New York, NY 10105
93
Wealthminder
score

Arnold Adlin (CRD# 846500) is an Investment Advisor Representative working at Alliancebernstein LP in New York, NY and has over 23 years of experience in the finance industry.

8
David M. Altman
CRD#: 4735451
1345 Avenue Of The Americas, New York, NY 10105
93
Wealthminder
score

David Altman (CRD# 4735451) is an Investment Advisor Representative working at Alliancebernstein LP in New York, NY and has over 12 years of experience in the finance industry.

9
Jason D. Arends
CRD#: 4718166
277 West Monroe Street, Chicago, IL 60606
93
Wealthminder
score

Jason Arends (CRD# 4718166) is an Investment Advisor Representative working at Alliancebernstein LP in Chicago, IL and has over 12 years of experience in the finance industry.

10
Maureen F. Austin
CRD#: 1541013
1735 Market Street, Suite 3800, Philadelphia, PA 19103
93
Wealthminder
score

Maureen Austin (CRD# 1541013) is an Investment Advisor Representative working at Alliancebernstein LP in Philadelphia, PA and has over 29 years of experience in the finance industry.

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