Bret
Estep

Alliancebernstein L.P

CRD#4201117
Investment Advisor
in Nashville, TN

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Bret Estep is a financial advisor based out of Nashville, Tennessee who has 4 years of relevant experience. Estep currently works for Alliancebernstein L.P. Estep has gained experience at Curian Clearing LLC, Curian Capital, LLC, Mutual Of America Life Insurance Company, Mutual Of America Securities LLC, Pruco Securities, LLC, The Prudential Insurance Company Of America, First Command Financial Planning, Inc, First Command Advisory Services, Inc and First Command Insurance Serivces, Inc. Estep maintains Series 63, Series 65 and Series 66 licenses, qualifying them as both a securities agent and an investment advisor representative, and can advise clients in Tennessee. Alliancebernstein L.P is a financial advisory firm that has its headquarters in Nashville, TN. It has offices in 50 locations and a total of 4,134 employees. It administers $582 billion in total assets among its 58,634 accounts, placing it among the largest investment advisory firms in the country by assets under management. The firm serves 1,441 charitable organizations. Of its 58,634 accounts, 84% are associated with high-net-worth individuals who have greater than $1 million in assets available to invest. The business performs 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 advisory fee schedules usually vary depending on the type of financial services offered. Fees billed by Alliancebernstein L.P most likely consist of asset-based, fixed, commission-based and performance-based fees.

Certifications and Registrations

Series 63, Series 65, Series 66

Years Registered*

4 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

One Nashville Place, 150 4Th Avenue North
Nashville, TN 37219

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Alliancebernstein L.P Brokerage Details

Total Assets Under Management

$582,388,000,000

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

4,134

TN Average: 15
Total Number of Accounts

58,634

TN Average: 968
Average Account Size

$9,932,599

TN 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

Bret Estep Work History

Bret has been registered as a financial advisor for 4 years.*

2018 - Present (6 years)

First Command Financial Planning, Inc

2018 - Present (6 years)

First Command Advisory Services, Inc

2018 - Present (6 years)

First Command Insurance Serivces, Inc

2018 - 2018 (< 1 year)

Pruco Securities, LLC

2018 - 2018 (< 1 year)

The Prudential Insurance Company Of America

2015 - 2017 (2 years)

Mutual Of America Life Insurance Company

2015 - 2017 (2 years)

Mutual Of America Securities LLC

2012 - 2015 (3 years)

Curian Clearing LLC

2012 - 2015 (3 years)

Curian Capital, LLC

*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 Bret Estep 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

Matthew Mclaughlin
Chicago, IL
Audrey Jacobs
San Diego, CA
David Oxley
Philadelphia, PA
Christina Rincon
Chicago, IL
Winston Justice
Nashville, TN
Joseph Krofcheck
New York, NY
Logan Marshall
Nashville, TN
Richard Murray
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.

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. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

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.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started