Benjamin
Goetsch

Alliancebernstein L.P

CRD#7517673
Investment Advisor
in New York, NY

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About this Advisor

Benjamin Goetsch is a financial advisor based in New York, New York, working with Alliancebernstein L.P. Benjamin has previously held positions at Sanford C. Bernstein & Co. LLC, City National Rochdale, Northern Trust Management Services Limited, and Northern Trust Corporation. Benjamin has passed the Series 63 regulatory exam and is registered to provide services in Connecticut and New York. Currently, Benjamin is part of Alliancebernstein L.P, which operates out of New York, New York. 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, Chartered Financial Analyst

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

1345 Avenue Of The Americas
New York, NY 10105

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Alliancebernstein L.P Brokerage Details

Total Assets Under Management

$651,482,000,000

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

4,565

NY Average: 15
Total Number of Accounts

62,140

NY Average: 968
Average Account Size

$10,484,100

NY 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

Benjamin Goetsch Work History

2022 - Present (2 years)

Sanford C. Bernstein & Co. LLC

2018 - 2022 (4 years)

City National Rochdale

2017 - 2018 (1 year)

Northern Trust Management Services Limited

2012 - 2017 (5 years)

Northern Trust Corporation

Disclosures

Please visit the SEC profile of Benjamin Goetsch 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

Joseph Sunwoo
Bellevue, WA
Matthew Mclaughlin
Chicago, IL
Sophie Mekjian
Los Angeles, CA
Adam Geist
Nashville, TN
Tanya Slipsager
New York, NY
Kimberly Willie
Nashville, TN
Jacqueline Dylewski
Nashville, TN
Robert Dibenedetto
Atlanta, GA

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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