About this Advisor
Lucie Germain is a financial advisor who works in New York, New York, who has been in the industry for 10 years. Germain is on the advisory team at Alliancebernstein L.P. Their career trajectory has included roles at Neuberger Berman LLC and Sanford C. Bernstein & Co., LLC. Germain has a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and can advise clients in New Jersey. Alliancebernstein L.P is a registered investment business that has its headquarters in New York, New York. The firm has offices in 50 locations and a total of 4,004 advisors. It oversees $722 billion in total assets across its 49,955 client accounts, placing it among the biggest financial advisory firms in the country by assets under management. The firm serves 1,339 charitable organizations. Of its 49,955 accounts, 84% are held by high-net-worth clients who have at least $1 million in assets available to invest. The business performs a broad assortment of services, such as 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 for financial advisory services typically depend on the services offered. Fee types charged by Alliancebernstein L.P can consist of some combination of 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
Lucie Germain Work History
Lucie has 10 years of experience.
Sanford C. Bernstein & Co., LLC
Neuberger Berman LLC
Lucie Germain has no disclosures.
Please visit their SEC profile for more details.
Financial Advisors at Alliancebernstein L.P
San Antonio, TX
New York, NY
Los Angeles, CA
New York, NY
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