Ruchi
Patel
Alliancebernstein L.P
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About this Advisor
Ruchi Patel is a financial advisor based in Stockton, California, working with Alliancebernstein L.P. Ruchi has previously held positions at Charles Schwab & Co., Inc, Super 8, University Of Texas At Austin, Acton School Of Business, and Sanford C. Bernstein & Co., LLC. Ruchi has passed the Series 66 regulatory exam and is registered to provide services in California and Texas. Currently, Ruchi is part of Alliancebernstein L.P, which operates out of Stockton, 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
Services Offered
Fee Structure
Office Location
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Alliancebernstein L.P Brokerage Details
$651,482,000,000
4,565
62,140
$10,484,100
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
Ruchi Patel Work History
Sanford C. Bernstein & Co., LLC
Acton School Of Business
Charles Schwab & Co., Inc
Univeristy Of Texas At Austin
Super 8
Disclosures
Please visit the SEC profile of Ruchi Patel to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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