Carey
Fortnam
Alliancebernstein L.P
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About this Advisor
Carey Fortnam is a financial advisor who works in New York, New York who has 10 years of industry experience. Fortnam currently works for Alliancebernstein L.P. During their career, the advisor has held roles at Columbia Management Group, Columbia Management Advisors, LLC, Riversource Investments, Riversource Fund Distributors, Inc and Alliancebernstein Investments, Inc. Fortnam holds Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is registered to serve investors in New Jersey. Alliancebernstein L.P is a financial advisory company based in Nashville, TN. The investment advisory business has offices in 50 locations and a total of 4,134 employees. It manages $582 billion in assets between its 58,634 accounts, making it one of the biggest financial advisory firms in the country by assets under management. The firm advises 1,441 charitable organizations. Of its 58,634 customer accounts, 84% are held by high-net-worth clients who have more than $1 million in assets available to invest. The firm performs a diverse array 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. A financial advisor's fees are based on which services the firm provides the client. However, fees charged by Alliancebernstein L.P may include some combination of asset-based, fixed, commission-based and performance-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Alliancebernstein L.P Brokerage Details
$582,388,000,000
4,134
58,634
$9,932,599
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
Carey Fortnam Work History
Carey has been registered as a financial advisor for 10 years.*
Alliancebernstein Investments, Inc
Riversource Investments
Riversource Fund Distributors, Inc
Columbia Management Group
Columbia Management Advisors, 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 Carey Fortnam 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
Nashville, TN
Nashville, TN
Philadelphia, PA
Nashville, TN
Philadelphia, PA
Washington, DC
Philadelphia, PA
Chicago, IL
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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