Alliancebernstein LP

Alliancebernstein LP (CRD# 108477) is a financial advisory firm headquartered in New York, NY. They manage $449,000,936,941 in 43,674 accounts and serve the financial needs of clients across 51 states (or territories).

By the Numbers
  • Total Assets Under Management
    449,001
    MILLION
  • Total Number of Accounts
    43,674
    ACCOUNTS
  • Average Account Value
    $10,280,738
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 399 top financial advisors.
1
Anne K. Bucciarelli
CRD#: 4797307
1345 Avenue Of The Americas, New York, NY 10105
96
Wealthminder
score

Anne Bucciarelli (CRD# 4797307) is an Investment Advisor Representative working at Alliancebernstein LP in New York, NY and has over 13 years of experience in the finance industry.

2
Christopher J. Clarkson
CRD#: 2720240
1999 Avenue Of The Stars, Suite 2150, Los Angeles, CA 90067
96
Wealthminder
score

Christopher Clarkson (CRD# 2720240) is an Investment Advisor Representative working at Alliancebernstein LP in Los Angeles, CA and has over 21 years of experience in the finance industry.

3
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 23 years of experience in the finance industry.

4
Robert A. D'angelo
CRD#: 5171711
1345 Avenue Of The Americas, New York, NY 10105
96
Wealthminder
score

Robert D'angelo (CRD# 5171711) is an Investment Advisor Representative working at Alliancebernstein LP in New York, NY and has over 7 years of experience in the finance industry.

5
Heather A. George
CRD#: 4442195
227 West Monroe Street, Suite 5000, Chicago, IL 60606
96
Wealthminder
score

Heather George (CRD# 4442195) is an Investment Advisor Representative working at Alliancebernstein LP in Chicago, IL and has over 16 years of experience in the finance industry. Heather George 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
Michael P. Heneghan
CRD#: 3245253
227 West Monroe Avenue, Suite 5900, Chicago, IL 60606
96
Wealthminder
score

Michael Heneghan (CRD# 3245253) is an Investment Advisor Representative working at Alliancebernstein LP in Chicago, IL and has over 18 years of experience in the finance industry.

7
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 9 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.

8
John F. McLaughlin
CRD#: 5061166
1345 Avenue Of The Americas, New York, NY 10105
96
Wealthminder
score

John McLaughlin (CRD# 5061166) is an Investment Advisor Representative working at Alliancebernstein LP in New York, NY and has over 11 years of experience in the finance industry.

9
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 11 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.

10
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 9 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.

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