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About this Advisor
Kimberly Mustin is a financial advisor based in New York, New York, who has 10 years of experience as a financial advisor. Mustin is on the advisory team at Alliancebernstein L.P. Their career trajectory has included roles at Legg Mason Investor Services, LLC, Legg Mason & Co LLC, Oppenheimerfunds, Mbsc Securities Corporation, Bny Mellon, Sanford C. Bernstein & Co., LLC and Kim Mustin Consulting. Mustin has Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and can operate in Connecticut, Florida and New Jersey. Alliancebernstein L.P is a registered investment business that has its headquarters in New York, New York. The company has offices in 45 locations and a total of 3,479 advisors. It has $487 billion in assets between its 46,175 accounts, making it one of the largest investment advisory firms in the United States by assets under management. The firm serves 1,021 charitable organizations. Of its 46,175 customer accounts, 85% are associated with high-net-worth individuals who have greater than $1 million in assets. The advisory firm performs a wide range 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. Financial management fee schedules largely depend on which service is provided. However, fees billed by Alliancebernstein L.P most likely include asset-based, fixed, commission-based and performance-based fees.
Certifications and Registrations
Years of Experience
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Alliancebernstein L.P Brokerage Details
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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
Kimberly Mustin Work History
Kimberly has 11 years of experience.
Sanford C. Bernstein & Co., LLC
Kim Mustin Consulting
Mbsc Securities Corporation
Legg Mason Investor Services, LLC
Legg Mason & Co LLC
Kimberly Mustin has no disclosures.
Please visit their SEC profile for more details.
Financial Advisors at Alliancebernstein L.P
New York, NY
New York, NY
San Francisco, CA