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About this Advisor
Emily Neubert is a certified financial planner in Denver, Colorado. Currently an investment advisor with Alliancebernstein L.P, Neubert has 12 years of work experience. Neubert maintains a Series 66 license, designating the advisor as both a securities agent and an investment advisor representative. Neubert can advise customers based out of California and Colorado. Neubert has gained experience at Ubs Financial Services Inc, Jpmorgan Chase Bank Na, Jp Morgan Securities LLC, First Foundation Advisors and Alliancebernstein. Alliancebernstein L.P is based out of Denver, Colorado, and has 45 additional offices throughout the nation. Overall, Alliancebernstein L.P oversees $487 billion in assets across 46,175 accounts and employs more than 3,479 people. The amount of assets the firm manages places it among the biggest financial advisory firms in the United States. The firm manages 46,082 accounts on a discretionary basis, in which the advisor makes investment decisions at their discretion. Currently 85% of the advisory firm's clients are high-net-worth individuals, meaning they have more than $1 million in investable assets. Alliancebernstein L.P offers 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 firm may charge clients asset-based, fixed, commission-based and performance-based fees.
Certifications and Registrations
Years of Experience
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Alliancebernstein L.P Brokerage Details
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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
Emily Neubert Work History
Emily has 13 years of experience.
Jpmorgan Chase Bank Na
Jp Morgan Securities LLC
First Foundation Advisors
Ubs Financial Services Inc
Emily Neubert has no disclosures.
Please visit their SEC profile for more details.
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