Ian
Thompson

Alliancebernstein L.P

CRD#6975854
Investment Advisor
in Chicago, IL

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About this Advisor

Ian Thompson is a financial advisor based in Chicago, Illinois, working with Alliancebernstein L.P. Ian has previously held positions at Charles Schwab & Co., Inc, Thomson Reuters, Jimmy John's, Buffalo Wild Wings, William V Mac Gill & Co, Iowa State University, St. Francis High School, Benedictine University, Schwab Private Client Investment Advisory, Inc, and Alliance Bernstein. Ian has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Illinois. Currently, Ian is part of Alliancebernstein L.P, which operates out of Chicago, Illinois. 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

227 West Monroe Street
Chicago, IL 60606

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Alliancebernstein L.P Brokerage Details

Total Assets Under Management

$651,482,000,000

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

4,565

IL Average: 15
Total Number of Accounts

62,140

IL Average: 968
Average Account Size

$10,484,100

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

Ian Thompson Work History

2020 - Present (4 years)

Schwab Private Client Investment Advisory, Inc

2020 - Present (4 years)

Alliance Bernstein

2018 - Present (6 years)

Charles Schwab & Co., Inc

2017 - 2017 (< 1 year)

Thomson Reuters

2017 - 2018 (1 year)

Iowa State University

2016 - 2016 (< 1 year)

William V Mac Gill & Co

2016 - 2016 (< 1 year)

St. Francis High School

2016 - 2017 (1 year)

Benedictine University

2015 - 2015 (< 1 year)

Buffalo Wild Wings

2014 - 2015 (1 year)

Jimmy John'S

Disclosures

Please visit the SEC profile of Ian Thompson 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

Zachary Schiller
San Francisco, CA
Max Brown
Nashville, TN
Michael Letzter
New York, NY
Kiana Matisonn
Philadelphia, PA
Jonathan Berusch
Boca Raton, FL
Kimberly Willie
Nashville, TN
Hannah Metcalf
Nashville, TN
Jonathan Dominy
Cleveland, OH

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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