Stephen
Schilling

Alliancebernstein L.P

CRD#4340695
Investment Advisor
in San Francisco, CA

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About this Advisor

Stephen Schilling is a financial advisor based in San Francisco, California, working with Alliancebernstein L.P. Stephen has previously held a position at Sanford C. Bernstein & Co., LLC. Stephen has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in California and Texas. Currently, Stephen 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 63, Series 65

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

Alliancebernstein 555 California Street, Suite 4300
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

Stephen Schilling Work History

2000 - Present (24 years)

Sanford C. Bernstein & Co., LLC

Disclosures

Please visit the SEC profile of Stephen Schilling 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

Jonathan Dominy
Cleveland, OH
Matthew Mclaughlin
Chicago, IL
Sophie Mekjian
Los Angeles, CA
Adam Geist
Nashville, TN
Tanya Slipsager
New York, NY
Joseph Sunwoo
Bellevue, WA
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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