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 based out of Chicago, Illinois, who has 6 years of industry experience. Mccarthy currently works for Alliancebernstein L.P. They have spent all of their employment at Alliancebernstein L.p. Mccarthy maintains Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is approved to serve investors in California, Colorado, District Of Columbia, Florida, Illinois, Michigan and Ohio. Alliancebernstein L.P is a company based out of Nashville, TN. The firm has offices in 50 locations and a total of 4,134 advisors. It controls $582 billion in assets among its 58,634 customer accounts, making it one of the largest financial 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 individuals who have at least $1 million in assets available to invest. The company has a number 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 fees usually vary depending on which service is provided. Fee types charged by Alliancebernstein L.P likely are comprised of asset-based, fixed, commission-based and performance-based fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

6 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

Matthew Mccarthy Work History

Matthew has been registered as a financial advisor for 6 years.*

2012 - Present (12 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 Matthew Mccarthy 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

James Young
Nashville, TN
Brett Sheely
New York, NY
Audrey Jacobs
San Diego, CA
Ryan Smith
New York, NY
Willie Thomas
Washington, DC
Joseph Krofcheck
New York, NY
Winston Justice
Nashville, TN
Logan Marshall
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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