Stephen
Zurlo
Alliancebernstein L.P
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About this Advisor
Stephen Zurlo is a financial advisor who works in Nashville, Tennessee with 3 years of relevant experience. Zurlo works at Alliancebernstein L.P. Their career trajectory has included roles at Alliancebernstein, Ameriprise Financial, Tennessee Valley Authority, Things Remembered, Patten And Patten, Barnes And Noble, Chick Fil A and University Of Tennessee At Chattanooga. Zurlo holds a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is approved to serve investors in Tennessee. 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 employees. It manages $582 billion in assets among its 58,634 accounts, making it one of the largest financial advisory firms in the United States by assets under management. The firm serves 1,441 charities and foundations. Of its 58,634 client accounts, 84% are held by high-net-worth investors who have more than $1 million in investable assets. Alliancebernstein L.P provides a diverse assortment 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 typically are based on which service is provided. Fees charged by Alliancebernstein L.P likely consist of any 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
Stephen Zurlo Work History
Stephen has been registered as a financial advisor for 3 years.*
Alliancebernstein
Ameriprise Financial
Alliancebernstein
Tennessee Valley Authority
Patten And Patten
Things Remembered
Barnes And Noble
University Of Tennessee At Chattanooga
Chick Fil A
*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 Stephen Zurlo 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
Philadelphia, PA
New York, NY
Philadelphia, PA
Chicago, IL
Chicago, IL
Nashville, TN
Nashville, TN
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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