Blake
Poole

Alliancebernstein L.P

CRD#5624350
Investment Advisor
in Tampa, FL

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About this Advisor

Blake Poole is a financial advisor based in Tampa, Florida, working with Alliancebernstein L.P. Blake has previously held positions at J.P. Morgan Securities Inc, J.P. Morgan Chase Bank, The Kraft Heinz Company, Harvard University, John F. Kennedy School Of Government, and Sanford C. Bernstein & Co., LLC. Blake has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in the District of Columbia, Florida, and Texas. Currently, Blake is part of Alliancebernstein L.P, which operates out of Tampa, Florida. The firm has 53 offices and 4,565 employees. The firm manages assets totaling $651.5 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include 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 fee structure at Alliancebernstein L.P includes asset-based, fixed, commission-based, and performance-based fees.

Certifications and Registrations

Series 63, Series 66

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

101 East Kennedy Blvd. 32Nd Floor
Tampa, FL 33602

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Alliancebernstein L.P Brokerage Details

Total Assets Under Management

$651,482,000,000

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

4,565

FL Average: 15
Total Number of Accounts

62,140

FL Average: 968
Average Account Size

$10,484,100

FL 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

Blake Poole Work History

2018 - Present (6 years)

Sanford C. Bernstein & Co., LLC

2017 - 2018 (1 year)

Harvard University, John F. Kennedy School Of Government

2014 - 2017 (3 years)

The Kraft Heinz Company

2008 - 2014 (6 years)

J.P.Morgan Securities Inc

2008 - 2014 (6 years)

Jpmorgan Chase Bank

Disclosures

Please visit the SEC profile of Blake Poole 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

Matthew Mclaughlin
Chicago, IL
Elizabeth Wolf
Stamford, CT
Sophie Mekjian
Los Angeles, CA
Adam Geist
Nashville, TN
Tanya Slipsager
New York, NY
Hannah Metcalf
Nashville, TN
Jacqueline Dylewski
Nashville, TN
Robert Dibenedetto
Atlanta, GA

The content in this profile was updated by SmartAsset on 6/19/2024. 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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