Daniel
Miller

Alliancebernstein L.P

CRD#6483462
Investment Advisor
in Atlanta, GA

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About this Advisor

Daniel Miller is a financial advisor based out of Atlanta, Georgia with 2 years of relevant experience. Miller works at Alliancebernstein L.P. During their career, Miller has held roles at Northern Trust Securities, Inc, Northern Trust Bank and Sanford C. Bernstein & Co., LLC. Miller has Series 63 and Series 66 licenses, qualifying them as a securities representative, and is registered to operate in Florida, Georgia and North Carolina. Alliancebernstein L.P is a registered investment company that has its headquarters in Nashville, TN. It has offices in 50 locations and a total of 4,134 people on staff. It administers $582 billion in assets between its 58,634 accounts, making it one of the biggest investment advisory firms in the country by assets under management. The firm provides services to 1,441 charitable organizations. Of its 58,634 customer accounts, 84% are held by high-net-worth individuals who have more than $1 million in assets. The advisory firm provides a diverse 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. Financial management fee schedules typically depend on which services are offered. However, fees charged by Alliancebernstein L.P most likely include asset-based, fixed, commission-based and performance-based fees.

Certifications and Registrations

Series 63, Series 66

Years Registered*

2 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

3560 Lenox Road Ne, Suite 3000
Atlanta, GA 30326

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Alliancebernstein L.P Brokerage Details

Total Assets Under Management

$582,388,000,000

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

4,134

GA Average: 15
Total Number of Accounts

58,634

GA Average: 968
Average Account Size

$9,932,599

GA 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

Daniel Miller Work History

Daniel has been registered as a financial advisor for 2 years.*

2020 - Present (4 years)

Sanford C. Bernstein & Co., LLC

2015 - 2020 (5 years)

Northern Trust Securities, Inc

2012 - 2020 (8 years)

Northern Trust Bank

*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 Daniel Miller 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

Cory Elmore
Nashville, TN
Sherry Lee
New York, NY
Willie Thomas
Washington, DC
Brett Sheely
New York, NY
David Oxley
Philadelphia, PA
Steven Bergdoll
Houston, TX
Matthew Mclaughlin
Chicago, IL
Ryan Smith
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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