Kimberly
Mustin

Alliancebernstein L.P

CRD#4397117
Investment Advisor
in New York, NY

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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

Series 63, Series 65

Years of Experience

11 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

Disclosures

No

Office Location

1345 Avenue Of The Americas
New York, NY 10105

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Alliancebernstein L.P Brokerage Details

Total Assets Under Management

$486,957,638,595

NY Average: $7,464,549,021
Total Number of Employees

3,479

NY Average: 88
Total Number of Accounts

46,175

NY Average: 3,892
Average Account Size

$10,545,915

NY Average: $1,917,921

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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
  • Other

Kimberly Mustin Work History

Kimberly has 11 years of experience.

2017 - Present (3 years)

Sanford C. Bernstein & Co., LLC

2016 - 2017 (1 year)

Kim Mustin Consulting

2014 - 2016 (2 years)

Mbsc Securities Corporation

2014 - 2016 (2 years)

Bny Mellon

2010 - 2014 (4 years)

Oppenheimerfunds

2009 - 2010 (1 year)

Legg Mason Investor Services, LLC

2009 - 2010 (1 year)

Legg Mason & Co LLC

Disclosures

Kimberly Mustin has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Alliancebernstein L.P

Yigal Marcus
Tel Aviv,
Nicholas Birren
Nashville, TN
Matthew Mclaughlin
Chicago, IL
Jack Mitchell
Boston, MA
Daniel Axelrod
New York, NY
Peter Kazmierczak
New York, NY
John Leonard
Chicago, IL
William Grayson
San Francisco, CA

This content was compiled from the SEC and FINRA.

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