John
Leonard

Alliancebernstein L.P

CRD#3083622
Investment Advisor
in Chicago, IL

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About this Advisor

John Leonard is a financial advisor who works out of Chicago, Illinois, with 10 years in the industry. Leonard works at Alliancebernstein L.P. They have been employed by Alliancebernstein L.p for the entirety of their career. Leonard has a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is able to advise clients in Florida, Illinois, Michigan, New Mexico, Texas and Wisconsin. Alliancebernstein L.P is an advisory company that has its headquarters in Chicago, Illinois. The firm has offices in 45 locations and a total of 3,479 advisors. It oversees $487 billion in assets among its 46,175 accounts, making it one of the largest investment advisory firms in the country by assets under management. The firm provides financial advisory services to 1,021 charities and foundations. Of its 46,175 customer accounts, 85% are associated with high-net-worth investors who have at least $1 million in investable assets. The advisory firm provides a diverse range 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. Financial management fee schedules vary depending on which service is offered. However, fees billed by Alliancebernstein L.P most likely include some combination of asset-based, fixed, commission-based and performance-based fees.

Certifications and Registrations

Series 66

Years of Experience

11 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

Disclosures

No

Office Location

227 West Monroe Avenue, Suite 5900
Chicago, IL 60606

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Alliancebernstein L.P Brokerage Details

Total Assets Under Management

$486,957,638,595

IL Average: $7,464,549,021
Total Number of Employees

3,479

IL Average: 88
Total Number of Accounts

46,175

IL Average: 3,892
Average Account Size

$10,545,915

IL Average: $1,917,921

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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

John Leonard Work History

John has 11 years of experience.

2009 - Present (11 years)

Sanford C. Bernstein & Co., LLC

Disclosures

John Leonard has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Alliancebernstein L.P

Yigal Marcus
Tel Aviv,
Matthew Mclaughlin
Chicago, IL
Nicholas Birren
Nashville, TN
Amanda Dunne
New York, NY
Steve Doss
Houston, TX
Noah Schlesinger
Boston, MA
Douglas Caggiano
Nashville, TN
Anthony Malizia
New York, NY

This content was compiled from the SEC and FINRA.

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