AS
AS

Alison Smith

3 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

66 Hudson Boulevard East, New York, NY, 10001

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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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Other Business Activities

Alison participates in Fordham University's Alumni in Residence program, mentoring and consulting with students. This activity is not investment-related.

Employment History
Current Registrations
Alliancebernstein L.P.
August 2022 - Present · 3 yrs 6 mos
Sanford C. Bernstein & CO., LLCBroker
August 2022 - Present · 3 yrs 6 mos
Sanford C. Bernstein & CO., LLC
August 2022 - Present · 3 yrs 6 mos
State Registrations26 states
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AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Alison Smith - Financial Advisor | TrueAdvisor