John-michael Lenahan, financial advisor Miami FL
84 score

John-michael Lenahan

CRD Number: 5498647
Current Firm: Alliancebernstein LP

John-michael Lenahan (CRD# 5498647) is an Investment Advisor Representative working at Alliancebernstein LP in Miami, FL and has over 9 years of experience in the finance industry. John-michael Lenahan 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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Professional Designations
Company Name Location Dates Years
Sanford C. Bernstein & Company, LLC Miami, FL Sep 2016 - Current 1
Jpmorgan Securities LLC Miami, FL Mar 2013 - Sep 2016 3
Valic Financial Advisors, Inc. West Palm Beach, FL Apr 2008 - Mar 2013 4
Lenahan Consulting LLC West Palm Beach, FL Feb 2006 - Apr 2008 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination May 2008
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Financial Issue
Get Details on the FINRA Advisor Check site
Contact Info for John-michael E. Lenahan
Phone Number: 212-969-1000
Firm Website: http://www.bernstein.com
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    449,001
    MILLIONS
  • 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

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
84

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