Kimberly
Mustin
Alliancebernstein L.P
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About this Advisor
Kimberly Mustin is a financial advisor who works out of New York, New York with a total of 6 years of relevant experience. Mustin is an advisor for Alliancebernstein L.P. Over the course of their career, Mustin has held roles at Oppenheimerfunds, Mbsc Securities Corporation, Bny Mellon, Sanford C. Bernstein & Co., LLC and Kim Mustin Consulting. Mustin maintains Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is registered to operate in California, Colorado, Connecticut, Florida, New Jersey, New York and Ohio. Alliancebernstein L.P is a registered investment firm operating out of Nashville, TN. The company has offices in 50 locations and a total of 4,134 employees. It manages $582 billion in assets among its 58,634 client accounts, placing it among the largest financial advisory firms in the United States by assets under management. The firm serves 1,441 charitable organizations. Of its 58,634 client accounts, 84% belong to high-net-worth individuals who have greater than $1 million in assets. Alliancebernstein L.P 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 which services the firm provides the client. However, fee types billed by Alliancebernstein L.P most likely are comprised 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
Kimberly Mustin Work History
Kimberly has been registered as a financial advisor for 6 years.*
Sanford C. Bernstein & Co., LLC
Kim Mustin Consulting
Mbsc Securities Corporation
Bny Mellon
Oppenheimerfunds
*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 Kimberly Mustin 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
Dallas, TX
Nashville, TN
Nashville, TN
Nashville, TN
New York, NY
Philadelphia, PA
Chicago, IL
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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