Adam John Geist

Alliancebernstein L.P.

8 Years of Experience

Broker

View SEC Summary

Areas of Practice

Investment ManagementRetirement PlanningHigh Net Worth

Alliancebernstein L.P.

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

Location

One Nashville Place, 150 Fourth Avenue, Nashville, TN, 37219

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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.

Employment History

Current Registrations

Alliancebernstein L.P.

April 2021 - Present · 4 yrs 10 mos

Sanford C. Bernstein & CO., LLC

April 2021 - Present · 4 yrs 10 mos

Sanford C. Bernstein & CO., LLCBroker

April 2021 - Present · 4 yrs 10 mos

Previous Registrations

Bb&t Securities, LLC

December 2019 - November 2020 · 11 mos

Bb&t Securities, LLCBroker

November 2019 - November 2020 · 1 yr

Goldman, Sachs & CO.Broker

October 2011 - March 2014 · 2 yrs 5 mos

State Registrations16 states

ALCACOCTFLGAILMIMSMTNCNYPASCTNTX

AdvisorBrokerBoth

Exams

No exam information available for this advisor.