Emily
Neubert

Alliancebernstein L.P

CRD#5066542
Investment Advisor
in Denver, CO
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About this Advisor

Emily Neubert is a certified financial planner operating in Denver, Colorado, who has 11 years of experience as a financial advisor. Neubert is on the advisory team at Alliancebernstein L.P. Throughout their career, they have worked at Ubs Financial Services Inc, Jpmorgan Chase Bank Na, Jp Morgan Securities LLC, First Foundation Advisors and Alliancebernstein. Neubert has a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is approved to operate in California and Colorado. Alliancebernstein L.P is a registered investment company headquartered in Denver, Colorado. The investment advisory business has offices in 45 locations and a total of 3,364 people on staff. It administers $519 billion in total assets across its 41,599 client accounts, placing it among the biggest investment advisory firms in the United States by assets under management. The firm advises 941 charitable organizations. Of its 41,599 customer accounts, 50% are held by high-net-worth investors who have greater than $1 million in assets. Alliancebernstein L.P offers a number of services, such as 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. Fees for financial advisory services largely vary depending on which services the firm provides the client. However, fees charged by Alliancebernstein L.P likely include any blend of asset-based, fixed, commission-based and performance-based fees.

Certifications and Registrations

Series 66, Certified Financial Planner

Years of Experience

11 years

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

Disclosures

No

Office Location

1225 17Th Street Suite 2900
Denver, CO 80202

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Alliancebernstein L.P Brokerage Details

Total Assets Under Management

$486,957,638,595

CO Average: $7,464,549,021
Total Number of Employees

3,479

CO Average: 88
Total Number of Accounts

46,175

CO Average: 3,892
Average Account Size

$10,545,915

CO Average: $1,917,921

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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

Emily Neubert Work History

Emily has 11 years of experience.

2012 - 2012 (0 years)

Jpmorgan Chase Bank Na

2012 - 2012 (0 years)

Jp Morgan Securities LLC

2012 - Present (7 years)

Alliancebernstein

2011 - 2012 (1 years)

First Foundation Advisors

2007 - 2010 (3 years)

Ubs Financial Services Inc

Disclosures

Emily Neubert has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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