Sherry
Lee

Alliancebernstein L.P

CRD#5457305
Investment Advisor
in New York, NY

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About this Advisor

Sherry Lee is a financial advisor who works out of New York, New York, with a total of 3 years of industry experience. Lee works at Alliancebernstein L.P. During their career, the advisor has held roles at Yunnan Chuangxin New Material, Sanford C. Bernstein & Co., LLC, Semcorp Global, Columbia Business School, Goldman Sachs and The Wharton School, University Of Pennsylvania. Lee maintains a Series 66 license, designating them as both a securities agent and an investment advisor representative, and can operate in New Jersey and New York. Alliancebernstein L.P is a firm that has its headquarters in Nashville, TN. It has offices in 50 locations and a total of 4,134 advisors. It handles $582 billion in total assets among its 58,634 client accounts, placing it among the biggest investment advisory firms in the nation by assets under management. The firm provides financial advice to 1,441 charities and foundations. Of its 58,634 client accounts, 84% belong to high-net-worth investors who have more than $1 million in assets. The advisory firm offers a wide range 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. A financial advisor's fees largely depend on which service is offered. Fee types billed by Alliancebernstein L.P likely consist of any combination of asset-based, fixed, commission-based and performance-based fees.

Certifications and Registrations

Series 66

Years Registered*

3 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

Office Location

1345 Avenue Of The Americas
New York, NY 10105

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Alliancebernstein L.P Brokerage Details

Total Assets Under Management

$582,388,000,000

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

4,134

NY Average: 15
Total Number of Accounts

58,634

NY Average: 968
Average Account Size

$9,932,599

NY Average: $754,749

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

Sherry Lee Work History

Sherry has been registered as a financial advisor for 3 years.*

2019 - Present (5 years)

Sanford C. Bernstein & Co., LLC

2017 - 2018 (1 year)

Columbia Business School

2016 - 2019 (3 years)

Semcorp Global

2014 - 2016 (2 years)

Yunnan Chuangxin New Material

2014 - 2014 (< 1 year)

Goldman Sachs

2013 - 2014 (1 year)

The Wharton School, University Of Pennsylvania

*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 Sherry Lee 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

Sherry Lee
New York, NY
David Oxley
Philadelphia, PA
Elizabeth Smith
Philadelphia, PA
Basma Shaikhaleid
Miami, FL
Christina Rincon
Chicago, IL
Richard Murray
New York, NY
Juyoung Oh
Dallas, TX
Ashley Jones
San Antonio, TX

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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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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