David
Greene

Alliancebernstein L.P

CRD#5572456
Investment Advisor
in Washington, DC

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About this Advisor

David Greene is a certified financial planner based in Washington, District Of Columbia who has 10 years of relevant experience. Greene is on the advisory team at Alliancebernstein L.P. They have spent the entirety of their time as a financial advisor at Alliancebernstein L.p. Greene holds a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and can work in Alaska, California, Colorado, District Of Columbia, Florida, Georgia, Maryland, New York, North Carolina, Ohio, Texas and Virginia. Alliancebernstein L.P is an advisory firm operating out of Nashville, TN. The investment advisory business has offices in 50 locations and a total of 4,134 advisors. It controls $582 billion in assets among its 58,634 client accounts, making it one of the biggest firms in the country by assets under management. The firm advises 1,441 charitable organizations. Of its 58,634 client accounts, 84% are held by high-net-worth clients who have more than $1 million in assets available to invest. The advisory firm has a broad range 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 charged by financial advisors typically depend on the type of services provided. However, fee types charged by Alliancebernstein L.P likely are comprised of some combination of asset-based, fixed, commission-based and performance-based fees.

Certifications and Registrations

Series 66, CERTIFIED FINANCIAL PLANNER™

Years Registered*

10 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

Office Location

800 Connecticut Avenue, N.W., Suite 1001
Washington, DC 20006-2720

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Alliancebernstein L.P Brokerage Details

Total Assets Under Management

$582,388,000,000

DC Average: $730,596,643
Total Number of Employees

4,134

DC Average: 15
Total Number of Accounts

58,634

DC Average: 968
Average Account Size

$9,932,599

DC 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

David Greene Work History

David has been registered as a financial advisor for 10 years.*

2008 - Present (16 years)

Sanford C. Bernstein & Co., LLC

*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 David Greene 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

David Oxley
Philadelphia, PA
Winston Justice
Nashville, TN
Logan Marshall
Nashville, TN
Ryan Smith
New York, NY
Christina Rincon
Chicago, IL
Matthew Mclaughlin
Chicago, IL
Joseph Krofcheck
New York, NY
Richard Murray
New York, NY

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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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