AL
AL

Alec C Levy

6 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

555 California Street, 44th Floor, San Francisco, CA, 94104

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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.
February 2022 - Present · 4 yrs
Sanford C. Bernstein & CO., LLC
January 2019 - Present · 7 yrs 1 mo
Sanford C. Bernstein & CO., LLCBroker
January 2019 - Present · 7 yrs 1 mo
State Registrations22 states
CACOCTDCDEFLHIMAMDMEMIMTNCNJNVNYOHPATNTXVAWA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.