David
Askenase

Alliancebernstein L.P

CRD#6521794
Investment Advisor
in Dallas, TX

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About this Advisor

David Askenase is a chartered financial analyst operating in Dallas, Texas with a total of 6 years of industry experience. Askenase works at Alliancebernstein L.P. Their career trajectory has included roles at Sanford C. Bernstein & Co., LLC and Fm Office Environments. Askenase has Series 63 and Series 66 licenses, qualifying them as a securities broker, and can serve investors in Florida, New Jersey, New York and Texas. Alliancebernstein L.P is a firm based out of Nashville, TN. The firm has offices in 50 locations and a total of 4,134 advisors. It manages $582 billion in total assets among its 58,634 client accounts, placing it among the biggest investment advisory firms in the nation by assets under management. The firm advises 1,441 charitable organizations. Of its 58,634 accounts, 84% are held by high-net-worth individuals who have more than $1 million in assets available to invest. Alliancebernstein L.P performs a diverse set of services, such as 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 typically depend on which service is provided. Fee types billed by Alliancebernstein L.P likely are comprised of any combination of asset-based, fixed, commission-based and performance-based fees.

Certifications and Registrations

Series 63, Series 66, Chartered Financial Analyst

Years Registered*

6 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

200 Mckinney Avenue Suite 2100
Dallas, TX 75201

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Alliancebernstein L.P Brokerage Details

Total Assets Under Management

$582,388,000,000

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

4,134

TX Average: 15
Total Number of Accounts

58,634

TX Average: 968
Average Account Size

$9,932,599

TX 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

David Askenase Work History

David has been registered as a financial advisor for 6 years.*

2015 - Present (9 years)

Sanford C. Bernstein & Co., LLC

2010 - 2015 (5 years)

Fm Office Environments

*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 David Askenase 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

Cory Elmore
Nashville, TN
Sherry Lee
New York, NY
James Young
Nashville, TN
Brett Sheely
New York, NY
Matthew Mclaughlin
Chicago, IL
William Dugdale
Philadelphia, PA
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.

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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.

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