Gregory
Gillis
Alliancebernstein L.P
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About this Advisor
Gregory Gillis is a certified financial planner based in Nashville, Tennessee with a total of 1 year of relevant experience. Gillis is an advisor for Alliancebernstein L.P. The advisor has gained experience at National Securities Corp, Caddie Services Inc, Ritz Carlton Golf, Eastwood Golf Club, Merrill Lynch, Pierce, Fenner & Smith Inc, Sbegc (Stoneybrook East), Lauderale, Bank Of America, N.A, Fifth Third Bank, Fifth Third Securities and Alliancebernstein Investments, Inc. Gillis has Series 63 and Series 66 licenses, qualifying them as a securities broker, and is able to operate in Tennessee. Alliancebernstein L.P is a financial advisory company that has its headquarters in Nashville, TN. The firm has offices in 50 locations and a total of 4,134 employees. It manages $582 billion in total assets across its 58,634 accounts, placing it among the biggest financial advisory firms in the nation by assets under management. The firm provides financial advisory services to 1,441 charities and foundations. Of its 58,634 accounts, 84% belong to high-net-worth clients who have more than $1 million in assets. Alliancebernstein L.P provides 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. Financial advisory fees usually vary depending on which service is provided. However, fees billed by Alliancebernstein L.P likely are comprised of asset-based, fixed, commission-based and performance-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Alliancebernstein L.P Brokerage Details
$582,388,000,000
4,134
58,634
$9,932,599
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
Gregory Gillis Work History
Gregory has been registered as a financial advisor for 1 years.*
Alliancebernstein Investments, Inc
Fifth Third Bank
Fifth Third Securities
Merrill Lynch, Pierce, Fenner & Smith Inc
Bank Of America, N.A
National Securities Corp
Lauderale
Caddie Services Inc
Ritz Carlton Golf
Eastwood Golf Club
Sbegc (Stoneybrook East)
*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 Gregory Gillis 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
Philadelphia, PA
Washington, DC
San Diego, CA
New York, NY
New York, NY
Nashville, TN
San Antonio, TX
Nashville, TN
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.
