AC
AC

Adan S. Chavana

22 Years of Experience
Broker
Areas of Practice
Investment ManagementRetirement PlanningHigh Net Worth
Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
Firm Size
477 advisors
Number of Clients
26,445 clients
Average Client Portfolio
$26.8M average
Assets Under Management
$709.2B

Fee Structure

Minimum Investment:$1M
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Location

8000 Ih 10 West, San Antonio, TX, 78230

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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
Alliancebernstein L.P.
December 2003 - Present · 22 yrs 2 mos
Alliancebernstein Investments, INC.
October 2003 - Present · 22 yrs 4 mos
Alliancebernstein Investments, INC.Broker
October 2003 - Present · 22 yrs 4 mos
Previous Registrations
American Express Financial Advisors, INC.
February 2003 - May 2003 · 3 mos
Ids Life Insurance CompanyBroker
January 2003 - May 2003 · 4 mos
American Express Financial Advisors INC.Broker
January 2003 - May 2003 · 4 mos
State Registrations1 state
TX
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Adan S. Chavana - Financial Advisor | TrueAdvisor