Edward
Wenrick

Alliancebernstein L.P

CRD#5224145
Investment Advisor
in San Francisco, CA

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About this Advisor

Edward Wenrick is a financial advisor based in San Francisco, California, working with Alliancebernstein L.P. Edward has previously held a position at Sanford C. Bernstein. Edward has passed the Series 66 regulatory exam and is registered to provide services in California, Florida, and Texas. Currently, Edward is part of Alliancebernstein L.P, which operates out of San Francisco, California. The firm has 53 offices and 4,565 employees. The firm manages assets totaling $651.5 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, portfolio management for institutional clients, selection of other advisers, publication of newsletters, and other services. The fee structure at Alliancebernstein L.P includes asset-based, fixed, commission-based, and performance-based fees.

Certifications and Registrations

Series 66

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for investment companies, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients, Selection of other advisers, Publication of periodicals or newsletters, Other

Fee Structure

Percentage of Assets, Subscription Fees, Fixed Fees, Commissions, Performance-based Fees

Office Location

555 California Street 43Rd Floor
San Francisco, CA 94104

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Alliancebernstein L.P Brokerage Details

Total Assets Under Management

$651,482,000,000

CA Average: $730,596,643
Total Number of Employees

4,565

CA Average: 15
Total Number of Accounts

62,140

CA Average: 968
Average Account Size

$10,484,100

CA Average: $754,749

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers
  • Publication of periodicals or newsletters
  • Other

Edward Wenrick Work History

2006 - Present (18 years)

Sanford C. Bernstein

Disclosures

Please visit the SEC profile of Edward Wenrick to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Alliancebernstein L.P

Joseph Sunwoo
Bellevue, WA
Hannah Metcalf
Nashville, TN
Sophie Mekjian
Los Angeles, CA
Jonathan Dominy
Cleveland, OH
Tanya Slipsager
New York, NY
Kimberly Willie
Nashville, TN
Jacqueline Dylewski
Nashville, TN
Robert Dibenedetto
Atlanta, GA

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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