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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
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
Michael Lear Work History
Michael has 10 years of experience.
Sanford C. Bernstein & Co., LLC
Athena Capital Advisors LLC
Metlife Securities Inc
Michael Lear has no disclosures.
Please visit their SEC profile for more details.