Steven
Morgan
Alliancebernstein L.P
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About this Advisor
Steven Morgan is a financial advisor operating in San Francisco, California with 22 years of industry experience. Morgan is an advisor for Alliancebernstein L.P. They have spent their entire career at Alliancebernstein L.p. Morgan has a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is able to serve investors in Arizona, California, Colorado, Ohio and Texas. Alliancebernstein L.P is a registered investment company based in Nashville, TN. The company has offices in 50 locations and a total of 4,134 financial advisors. It controls $582 billion in assets across its 58,634 customer accounts, placing it among the largest financial advisory firms in the country by assets under management. The firm advises 1,441 charities and foundations. Of its 58,634 customer accounts, 84% are associated with high-net-worth individuals who have more than $1 million in assets available to invest. Alliancebernstein L.P performs a wide assortment of services, including 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. Financial management fees typically are based on the financial services offered. However, fee types billed by Alliancebernstein L.P likely consist of any blend of asset-based, fixed, commission-based and performance-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Alliancebernstein L.P Brokerage Details
$582,388,000,000
4,134
58,634
$9,932,599
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
Steven Morgan Work History
Steven has been registered as a financial advisor for 22 years.*
Sanford C. Bernstein
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Steven Morgan 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
San Diego, CA
Washington, DC
Chicago, IL
New York, NY
New York, NY
Nashville, TN
Philadelphia, PA
Chicago, IL
The content in this profile was updated by SmartAsset on 4/16/2023. 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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