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 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

Series 66, Certified Financial Planner

Years of Experience

13 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 13 years of experience.

2012 - Present (8 years)

Alliancebernstein

2012 - 2012 (< 1 year)

Jpmorgan Chase Bank Na

2012 - 2012 (< 1 year)

Jp Morgan Securities LLC

2011 - 2012 (1 year)

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.

Financial Advisors at Alliancebernstein L.P

Yigal Marcus
Tel Aviv,
Matthew Mclaughlin
Chicago, IL
Nicholas Birren
Nashville, TN
Alan Baca
San Diego, CA
Peter Kazmierczak
New York, NY
Kevin Kloski
New York, NY
Franco La Marca
Chicago, IL
Robert Pariseau
Tampa, FL

This content was compiled from the SEC and FINRA.

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