Ross
Catena

Alliancebernstein L.P

CRD#6538426
Investment Advisor
in Nashville, TN

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About this Advisor

Ross Catena is a financial advisor based in Nashville, Tennessee, working with Alliancebernstein L.P. Ross has previously held positions at Ryan Kramer, Northwestern Mutual Investment Services LLC, Association Management Center, Northwestern Mutual Wealth Management Company, Morningstar Investment Svcs, and Alliancebernstein Investments, Inc. Ross has passed the Series 66 regulatory exam and is registered to provide services in Iowa. Currently, Ross is part of Alliancebernstein L.P, which operates out of Nashville, Tennessee. 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 66

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

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Alliancebernstein L.P Brokerage Details

Total Assets Under Management

$651,482,000,000

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

4,565

TN Average: 15
Total Number of Accounts

62,140

TN Average: 968
Average Account Size

$10,484,100

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

Ross Catena Work History

2019 - Present (5 years)

Alliancebernstein Investments, Inc

2018 - 2019 (1 year)

Morningstar Investment Svcs

2016 - 2018 (2 years)

Northwestern Mutual Wealth Management Company

2015 - 2018 (3 years)

Ryan Kramer

2015 - 2018 (3 years)

Northwestern Mutual Investment Services LLC

2015 - 2018 (3 years)

Ryan Kramer

2014 - 2015 (1 year)

Association Management Center

Disclosures

Please visit the SEC profile of Ross Catena 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

Max Brown
Nashville, TN
Jacqueline Dylewski
Nashville, TN
Sophie Mekjian
Los Angeles, CA
Joseph Sunwoo
Bellevue, WA
Tanya Slipsager
New York, NY
Robert Dibenedetto
Atlanta, GA
Jacob Motz
Atlanta, GA
Zachary Schiller
San Francisco, CA

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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