Kiana
Matisonn

Alliancebernstein L.P

CRD#7322265
Investment Advisor
in Philadelphia, PA

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About this Advisor

Kiana Matisonn is a financial advisor based in Philadelphia, Pennsylvania, working with Alliancebernstein L.P. Kiana has previously held positions at Sanford C. Bernstein & Co. LLC, Pricewaterhousecoopers LLP, University of Florida Student, Gerson, Preston, Robinson & Co, Midrand Conference Centre, and Cutco. Kiana has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Pennsylvania and Texas. Currently, Kiana is part of Alliancebernstein L.P, which operates out of Philadelphia, Pennsylvania. The firm has 53 offices and 4,565 employees. The firm manages assets totaling $651.5 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include 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 fee structure at Alliancebernstein L.P includes asset-based, fixed, commission-based, and performance-based fees.

Certifications and Registrations

Series 63, Series 65

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

1735 Market Street Suite 3800
Philadelphia, PA 19103

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Alliancebernstein L.P Brokerage Details

Total Assets Under Management

$651,482,000,000

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

4,565

PA Average: 15
Total Number of Accounts

62,140

PA Average: 968
Average Account Size

$10,484,100

PA 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

Kiana Matisonn Work History

2020 - Present (4 years)

Sanford C. Bernstein & Co. LLC

2019 - 2020 (1 year)

Pricewaterhousecoopers Llp

2019 - 2019 (< 1 year)

N/A

2018 - 2019 (1 year)

University Of Florida Student

2018 - 2018 (< 1 year)

Pricewaterhousecoopers Llp

2016 - 2018 (2 years)

N/A; University Student

2016 - 2016 (< 1 year)

Gerson, Preston, Robinson & Co

2015 - 2016 (1 year)

N/A; University Student

2015 - 2015 (< 1 year)

Midrand Conference Centre

2015 - 2015 (< 1 year)

Cutco

2014 - 2015 (1 year)

N/A; University Student

Disclosures

Please visit the SEC profile of Kiana Matisonn 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

Joseph Sunwoo
Bellevue, WA
Rachel Schneider
Seattle, WA
Adam Geist
Nashville, TN
Jonathan Dominy
Cleveland, OH
Tanya Slipsager
New York, NY
Tyler Joern
San Francisco, CA
Jacqueline Dylewski
Nashville, TN
Robert Dibenedetto
Atlanta, GA

The content in this profile was updated by SmartAsset on 6/19/2024. 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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