Gina
Ellen

Alliancebernstein L.P

CRD#6354812
Investment Advisor
in San Diego, CA

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Gina Ellen is a financial advisor based in San Diego, California, working with Alliancebernstein L.P. Gina has previously held positions at Wells Fargo Financial Network, LLC, Woodbury Financial Services Inc, Guide My Finances, Gina V. Ellen, Sole Proprietor Dba Principled Planning And Wea, Heatily LLC, Gina V. Ellen, Sole Proprietor, Full-Time Student, Dogue By Gina LLC, Cerifi LLC, Bernstein Private Wealth Management, and Td Ameritrade. Gina has passed the Series 66 regulatory exam and is registered to provide services in California. Currently, Gina is part of Alliancebernstein L.P, which operates out of San Diego, 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, CERTIFIED FINANCIAL PLANNER™

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

4365 Executive Drive - 7Th Flr. Suite 700
San Diego, CA 92121

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

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

Gina Ellen Work History

2024 - Present (0 year)

Bernstein Private Wealth Management

2023 - Present (1 year)

Gina V. Ellen, Sole Proprietor Dba Principled Planning And Wea

2023 - Present (1 year)

Cerifi LLC

2020 - Present (4 years)

Heatily LLC

2020 - Present (4 years)

Dogue By Gina LLC

2018 - Present (6 years)

Gina V. Ellen, Sole Proprietor

2021 - 2023 (2 years)

Woodbury Financial Services Inc

2021 - 2023 (2 years)

Guide My Finances

2017 - 2021 (4 years)

Wells Fargo Financial Network, LLC

2017 - 2017 (< 1 year)

Td Ameritrade

2013 - 2017 (4 years)

Full-Time Student

Disclosures

Please visit the SEC profile of Gina Ellen 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

Kimberly Willie
Nashville, TN
Ian Thompson
Chicago, IL
Sophie Mekjian
Los Angeles, CA
Joseph Sunwoo
Bellevue, WA
Tanya Slipsager
New York, NY
Max Brown
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.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started