Addison Marguerite Valle

Sanford C. Bernstein & CO., LLC

2 Years of Experience

Broker

View SEC Summary

Areas of Practice

Investment ManagementRetirement PlanningHigh Net Worth

Sanford C. Bernstein & CO., LLC

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

Location

Seattle, WA

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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

Sanford C. Bernstein & CO., LLC

January 2025 - Present · 1 yr 1 mo

Alliancebernstein L.P.

January 2025 - Present · 1 yr 1 mo

Sanford C. Bernstein & CO., LLCBroker

January 2025 - Present · 1 yr 1 mo

Previous Registrations

UBS Financial Services INC.

December 2023 - December 2024 · 1 yr

UBS Financial Services INC.Broker

September 2023 - December 2024 · 1 yr 3 mos

State Registrations1 state

AdvisorBrokerBoth

Exams

No exam information available for this advisor.