David
Oxley
Alliancebernstein L.P
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About this Advisor
David Oxley is a financial advisor operating in Philadelphia, Pennsylvania, with a total of 2 years of relevant experience. Oxley works at Alliancebernstein L.P. During their career, Oxley has held roles at Morgan Stanley Wealth Management, Citizens Bank, Cco Investment Services, Fulton Financial Advisors, Citizenz Securities, Raymond James Financial Services, Inc, Raymond James Financial Services Advisors Inc, Specific Solutions, Fulton Financial Corporation and Sanford C. Bernstein & Co., LLC. Oxley has a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and can serve investors in Pennsylvania. Alliancebernstein L.P is a business headquartered in Nashville, TN. The investment advisory business has offices in 50 locations and a total of 4,134 advisors. It administers $582 billion in assets among its 58,634 client accounts, placing it among the largest financial advisory firms in the United States by assets under management. The firm provides services to 1,441 charities and foundations. Of its 58,634 customer accounts, 84% are held by high-net-worth individuals who have at least $1 million in assets available to invest. Alliancebernstein L.P has a number 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. A financial advisor's fees usually depend on which services are provided. Fee types billed by Alliancebernstein L.P can be comprised of some combination of asset-based, fixed, commission-based and performance-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Alliancebernstein L.P Brokerage Details
$582,388,000,000
4,134
58,634
$9,932,599
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
David Oxley Work History
David has been registered as a financial advisor for 2 years.*
Sanford C. Bernstein & Co., LLC
Fulton Financial Advisors
Raymond James Financial Services, Inc
Raymond James Financial Services Advisors Inc
Specific Solutions
Fulton Financial Corporation
Citizens Bank
Cco Investment Services
Citizenz Securities
Morgan Stanley Wealth Management
*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 David Oxley 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
Nashville, TN
Nashville, TN
Philadelphia, PA
New York, NY
Nashville, TN
San Diego, CA
New York, NY
New York, NY
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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