AV
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Addison Valle

2 Years of Experience
Broker

Addison Valle is a registered investment advisor at Sanford C. Bernstein & CO., LLC, based in Seattle, WA, with 2 years of industry experience. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning. Their firm serves 22 clients with $1.6B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
439 advisors
IM Fee
Planning only
Assets Under Management
$1.6B

Fee Structure

Minimum Investment:$1M
Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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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.

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Employment History
Current Registrations
Sanford C. Bernstein & CO., LLCBroker
January 2025 - Present · 1 yr 3 mos
Alliancebernstein L.P.
January 2025 - Present · 1 yr 3 mos
Sanford C. Bernstein & CO., LLC
January 2025 - Present · 1 yr 3 mos
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
WA
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Addison Valle - Financial Advisor | TrueAdvisor