Theodore
Nielsen

Alliancebernstein L.P

CRD#6779271
Investment Advisor
in Nashville, TN

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About this Advisor

Theodore Nielsen is a financial advisor working out of Nashville, Tennessee with 1 year of relevant experience. Nielsen is on the advisory team at Alliancebernstein L.P. Their career trajectory has included roles at College Of St. Scholastica, Augsburg University, Thrivent Investment Management Inc, Thrivent Financial, Edward Jones, Fidelity Brokerage Services LLC and Sanford C. Bernstein & Co., LLC. Nielsen maintains a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and can serve investors in Minnesota and Tennessee. Alliancebernstein L.P is a registered investment business based out of Nashville, TN. The company has offices in 50 locations and a total of 4,134 people on staff. It has $582 billion in assets under management among its 58,634 customer accounts, making it one of the biggest investment advisory firms in the United States by assets under management. The firm provides services to 1,441 charitable organizations. Of its 58,634 accounts, 84% belong to high-net-worth individuals who have more than $1 million in assets available to invest. Alliancebernstein L.P offers 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. Financial management fee schedules largely depend on which service is provided. Fee types charged by Alliancebernstein L.P most likely are comprised of asset-based, fixed, commission-based and performance-based fees.

Certifications and Registrations

Series 66

Years Registered*

1 year

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

501 Commerce Street
Nashville, TN 37203

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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

Theodore Nielsen Work History

Theodore has been registered as a financial advisor for 1 years.*

2022 - Present (2 years)

Sanford C. Bernstein & Co., LLC

2020 - 2022 (2 years)

Fidelity Brokerage Services LLC

2018 - 2020 (2 years)

Edward Jones

2017 - 2018 (1 year)

Thrivent Investment Management Inc

2017 - 2017 (< 1 year)

Thrivent Financial

2017 - 2018 (1 year)

Thrivent Financial

2011 - 2014 (3 years)

College Of St. Scholastica

2010 - 2017 (7 years)

Augsburg University

*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 Theodore Nielsen 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
Logan Marshall
Nashville, TN
Richard Murray
New York, NY
Cory Elmore
Nashville, TN
Sara Willis
Houston, TX
Willie Thomas
Washington, DC
Brett Sheely
New York, NY
Nathaniel Bobeck
Seattle, WA

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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