Areas of Practice
Investment ManagementRetirement PlanningHigh Net Worth
Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
Firm Size
411 advisors
Number of Clients
22 clients
Average Client Portfolio
$74.9M average
Assets Under Management
$1.6B

Fee Structure

Minimum Investment:$1M
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Location

Bala Cynwyd, PA

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Sanford C. Bernstein & CO., LLC
May 2024 - Present · 1 yr 9 mos
Sanford C. Bernstein & CO., LLCBroker
May 2024 - Present · 1 yr 9 mos
Alliancebernstein L.P.
April 2024 - Present · 1 yr 10 mos
State Registrations3 states
CANJPA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Amara Briggs - Financial Advisor | TrueAdvisor