Noah
Schlesinger

Alliancebernstein L.P

CRD#6557486
Investment Advisor
in Boston, MA

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About this Advisor

Noah Schlesinger is a certified financial planner who works in Boston, Massachusetts with 5 years of industry experience. Schlesinger is on the advisory team at Alliancebernstein L.P. During their career, the advisor has held roles at Wesleyan University, Us Trust and Sanford C. Bernstein & Co., LLC. Schlesinger maintains a Series 63 license, which qualifies them as a securities representative, and is registered to serve investors in Arizona, California, Colorado, District Of Columbia, Florida, Massachusetts, New York, Ohio and Texas. Alliancebernstein L.P is a financial advisory firm that has its headquarters in Nashville, TN. The investment advisory business has offices in 50 locations and a total of 4,134 financial advisors. It has $582 billion in total assets across its 58,634 customer accounts, placing it among the biggest financial advisory firms in the nation by assets under management. The firm serves 1,441 charitable organizations. Of its 58,634 client accounts, 84% are held by high-net-worth clients who have at least $1 million in assets available to invest. The company performs 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. Fees charged by financial advisors typically depend on the services offered. Fees charged by Alliancebernstein L.P can include asset-based, fixed, commission-based and performance-based fees.

Certifications and Registrations

Series 63, CERTIFIED FINANCIAL PLANNER™

Years Registered*

5 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

53 State Street Suite 3800
Boston, MA 02109

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Alliancebernstein L.P Brokerage Details

Total Assets Under Management

$582,388,000,000

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

4,134

MA Average: 15
Total Number of Accounts

58,634

MA Average: 968
Average Account Size

$9,932,599

MA 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

Noah Schlesinger Work History

Noah has been registered as a financial advisor for 5 years.*

2015 - Present (9 years)

Sanford C. Bernstein & Co., LLC

2013 - 2015 (2 years)

Us Trust

2009 - 2013 (4 years)

Wesleyan University

*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 Noah Schlesinger 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

Audrey Jacobs
San Diego, CA
Juyoung Oh
Dallas, TX
Ashley Jones
San Antonio, TX
Winston Justice
Nashville, TN
Ryan Smith
New York, NY
David Oxley
Philadelphia, PA
Matthew Mclaughlin
Chicago, IL
Joseph Krofcheck
New York, NY

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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