Matthew
Mccarthy

Alliancebernstein L.P

CRD#6031974
Investment Advisor
in Chicago, IL

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About this Advisor

Matthew Mccarthy is a financial advisor operating in Chicago, Illinois, with a total of 10 years of professional experience. Mccarthy works at Alliancebernstein L.P. They have been with Alliancebernstein L.p for their entire career. Mccarthy has Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is approved to advise clients in California, Colorado, Florida, Illinois and Ohio. Alliancebernstein L.P is a registered investment firm operating in Chicago, Illinois. The investment advisory business has offices in 50 locations and a total of 4,004 employees. It controls $722 billion in assets across its 49,955 accounts, making it one of the largest investment advisory firms in the country by assets under management. The firm provides financial advice to 1,339 charities and foundations. Of its 49,955 client accounts, 84% belong to high-net-worth clients who have more than $1 million in assets available to invest. Alliancebernstein L.P offers 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 advisory fees typically are based on which services the firm provides the client. However, fee types billed by Alliancebernstein L.P likely consist of asset-based, fixed, commission-based and performance-based fees.

Certifications and Registrations

Series 63, Series 65

Years of Experience

10 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

$721,781,000,000

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

4,004

IL Average: 15
Total Number of Accounts

49,955

IL Average: 968
Average Account Size

$14,448,624

IL Average: $754,749

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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

Matthew Mccarthy Work History

Matthew has 10 years of experience.

2012 - Present (10 years)

Sanford C. Bernstein & Co., LLC

Disclosures

Matthew Mccarthy has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Alliancebernstein L.P

Matthew Mclaughlin
Chicago, IL
Keith Zemsky
New York, NY
Dayne Crist
Los Angeles, CA
Tyler Sills
Nashville, TN
Bret Estep
Nashville, TN
Elijah Dornstreich
Philadelphia, PA
Lucie Germain
New York, NY
Ashley Jones
San Antonio, TX

The content in this profile was updated by SmartAsset on 04/01/2022 using publicly available data compiled from the SEC and FINRA. To report any data inconsistencies or errors, please contact profile-compliance@smartasset.com.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm, and financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

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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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