Rohith
Eggidi

Alliancebernstein L.P

CRD#6863284
Investment Advisor
in New York, NY

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About this Advisor

Rohith Eggidi is a chartered financial analyst operating out of New York, New York, who has been in the advisory business for 10 years. Eggidi is an advisor for Alliancebernstein L.P. Over the course of their career, Eggidi has held roles at Anchorpath Financial, LLC, Giralda Advisors, LLC, Mariner Wealth Advisors - Madison (Previously Brinton Eaton) and Alliancebernstein L.P. Eggidi can serve investors in Connecticut and New York. Alliancebernstein L.P is a financial advisory company headquartered in New York, New York. It has offices in 50 locations and a total of 4,004 employees. It manages $722 billion in total assets between its 49,955 client accounts, placing it among the largest financial advisory firms in the nation by assets under management. The firm advises 1,339 charitable organizations. Of its 49,955 customer accounts, 84% belong to high-net-worth individuals who have more than $1 million in investable assets. Alliancebernstein L.P has 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. Financial management fee schedules usually depend on which services the firm provides the client. However, fees charged by Alliancebernstein L.P most likely are comprised of asset-based, fixed, commission-based and performance-based fees.

Certifications and Registrations

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

$721,781,000,000

NY Average: $730,596,643
Total Number of Employees

4,004

NY Average: 15
Total Number of Accounts

49,955

NY Average: 968
Average Account Size

$14,448,624

NY Average: $754,749

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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

Rohith Eggidi Work History

Rohith has 10 years of experience.

2020 - Present (2 years)

Alliancebernstein L.P

2016 - 2020 (4 years)

Anchorpath Financial, LLC

2015 - 2016 (1 year)

Giralda Advisors, LLC

2012 - 2015 (3 years)

Mariner Wealth Advisors - Madison (Previously Brinton Eaton)

Disclosures

Rohith Eggidi has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Alliancebernstein L.P

Ashley Jones
San Antonio, TX
Zachary Harris
Houston, TX
Dayne Crist
Los Angeles, CA
Elijah Dornstreich
Philadelphia, PA
Keith Zemsky
New York, NY
Lucie Germain
New York, NY
Matthew Mccarthy
Chicago, IL
Thomas Ryan
Seattle, WA

The content in this profile was updated by SmartAsset on 04/01/2022 using publicly available data compiled from the SEC and FINRA. To report any data inconsistencies or errors, please contact profile-compliance@smartasset.com.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm, and financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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