Michael
Lear

Alliancebernstein L.P

CRD#5661089
Investment Advisor
in New York, NY
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About this Advisor

Michael Lear is an advisor who works out of New York, New York. Currently an advisor at Alliancebernstein L.P, Lear has 10 years of practice as an investment advisor. Lear has a Series 63 license, which qualifies them as a securities agent. Lear is able to work with investors based out of Florida and New Jersey. Over the course of their career, they have held roles at Sanford C. Bernstein & Co., LLC, Metlife Securities Inc, Carruth Associates and Athena Capital Advisors LLC. Alliancebernstein L.P is headquartered in New York, New York, and operates out of 45 other brick-and-mortar locations in the United States. As a firm, Alliancebernstein L.P manages $519 billion in assets across 41,599 accounts and employs more than 3,364 people. The amount of assets the firm manages places it among the biggest firms in the nation. The firm manages 41,513 accounts on a discretionary basis, meaning the advisor has the authority to make all investment decisions. Currently 50% of the investment firm's clients are high-net-worth individuals, meaning they have over $1 million in assets. Alliancebernstein L.P can provide 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. The firm may charge clients asset-based, fixed, commission-based and performance-based fees.

Certifications and Registrations

Series 63, Chartered Financial Analyst

Years of Experience

10 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

Michael Lear Work History

Michael has 10 years of experience.

2017 - Present (2 years)

Sanford C. Bernstein & Co., LLC

2010 - 2017 (7 years)

Athena Capital Advisors LLC

2009 - 2010 (1 years)

Metlife Securities Inc

2008 - 2009 (1 years)

Carruth Associates

Disclosures

Michael Lear has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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