Nicholas
Guaglardi
Alliancebernstein L.P
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About this Advisor
Nicholas Guaglardi is a financial advisor operating in Tampa, Florida with a total of 3 years of industry experience. Guaglardi works at Alliancebernstein L.P. Throughout their career, they have worked at Arturi, D'Argenio, Guaglardi & Meliti, Llp, Learning Assistance Center, Wake Forest University, Alliancebernstein Lp, Hallmark Capital Management Inc, Ab Bernstein and Wake Forest University. Guaglardi maintains Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and can advise clients in California, Colorado, Florida, New Jersey, New York, Ohio and Texas. Alliancebernstein L.P is a firm that has its headquarters in Nashville, TN. The firm has offices in 50 locations and a total of 4,134 financial advisors. It handles $582 billion in assets between its 58,634 accounts, making it one of the biggest firms in the United States by assets under management. The firm provides services to 1,441 charitable organizations. Of its 58,634 client accounts, 84% are held by high-net-worth individuals who have at least $1 million in assets available to invest. Alliancebernstein L.P provides a diverse set 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 fee schedules typically vary depending on the services. However, fee types charged by Alliancebernstein L.P can be 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
Nicholas Guaglardi Work History
Nicholas has been registered as a financial advisor for 3 years.*
Ab Bernstein
Learning Assistance Center, Wake Forest University
Alliancebernstein Lp
Hallmark Capital Management Inc
Wake Forest University
Arturi, D'Argenio, Guaglardi & Meliti, Llp
*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 Nicholas Guaglardi 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
San Diego, CA
Philadelphia, PA
Philadelphia, PA
Nashville, TN
New York, NY
Dallas, TX
Nashville, TN
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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