Clare
Golla

Alliancebernstein L.P

CRD#5851253
Investment Advisor
in Chicago, IL

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About this Advisor

Clare Golla is a certified financial planner working in Chicago, Illinois, with 12 years of industry experience. Golla is an employee of Alliancebernstein L.P. They have worked at Alliancebernstein L.p for their whole career. Golla has a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is approved to serve investors in Arizona, Colorado, District Of Columbia, Florida, Illinois, Indiana, Missouri, Ohio and Wisconsin. Alliancebernstein L.P is a company that has its headquarters in Nashville, TN. It has offices in 50 locations and a total of 4,134 advisors. It manages $582 billion in assets across its 58,634 client accounts, placing it among the largest investment advisory firms in the United States by assets under management. The firm serves 1,441 charitable organizations. Of its 58,634 customer accounts, 84% are associated with high-net-worth investors who have greater than $1 million in assets. Alliancebernstein L.P offers a number of services, including 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. A financial advisor's fees usually depend on which services are provided. Fees charged by Alliancebernstein L.P can include asset-based, fixed, commission-based and performance-based fees.

Certifications and Registrations

Series 66, CERTIFIED FINANCIAL PLANNER™

Years Registered*

12 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

227 West Monroe Avenue Suite 5900
Chicago, IL 60606

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Alliancebernstein L.P Brokerage Details

Total Assets Under Management

$582,388,000,000

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

4,134

IL Average: 15
Total Number of Accounts

58,634

IL Average: 968
Average Account Size

$9,932,599

IL 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

Clare Golla Work History

Clare has been registered as a financial advisor for 12 years.*

2010 - Present (14 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 Clare Golla 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

Basma Shaikhaleid
Miami, FL
Joseph Krofcheck
New York, NY
David Oxley
Philadelphia, PA
Matthew Mclaughlin
Chicago, IL
Steven Bergdoll
Houston, TX
Ryan Smith
New York, NY
William Dugdale
Philadelphia, PA
James Young
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.

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