Margaret
Holliday

Alliancebernstein L.P

CRD#5546275
Investment Advisor
in Houston, TX

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About this Advisor

Margaret Holliday is an investment advisor who lives in Houston, Texas. Currently a registered investment advisor with Alliancebernstein L.P, they have accumulated 10 years of professional experience. Holliday holds Series 63 and Series 65 licenses, which certify the advisor as both a securities agent and an investment advisor representative. Holliday is able to work with clients in Texas. Throughout their career, Holliday has worked at J.P. Morgan Securities LLC, Jpmorgan Chase Bank, Harris Williams & Co and Sanford C. Bernstein & Co., LLC. Alliancebernstein L.P is based out of Houston, Texas, and operates out of 45 offices across the country. In aggregate, Alliancebernstein L.P oversees $487 billion in assets across 46,175 accounts and retains more than 3,479 people. The amount of assets the firm manages makes it one of the biggest investment advisory firms in the nation. The firm manages 46,082 accounts on a discretionary basis, in which the advisor has the authority to make all investment decisions. Currently 85% of the advisory firm's clients are high-net-worth individuals, meaning they have greater than $1 million in assets. Alliancebernstein L.P provides 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 firm's fees may include asset-based, fixed, commission-based and performance-based fees.

Certifications and Registrations

Series 63, Series 65

Years of Experience

11 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

Disclosures

No

Office Location

1000 Louisiana Street Suite 3600
Houston, TX 77002

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Alliancebernstein L.P Brokerage Details

Total Assets Under Management

$486,957,638,595

TX Average: $7,464,549,021
Total Number of Employees

3,479

TX Average: 88
Total Number of Accounts

46,175

TX Average: 3,892
Average Account Size

$10,545,915

TX Average: $1,917,921

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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

Margaret Holliday Work History

Margaret has 11 years of experience.

2011 - Present (9 years)

Sanford C. Bernstein & Co., LLC

2011 - 2011 (< 1 year)

J.P. Morgan Securities LLC

2011 - 2011 (< 1 year)

Jpmorgan Chase Bank

2009 - 2010 (1 year)

Harris Williams & Co

Disclosures

Margaret Holliday has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Alliancebernstein L.P

Yigal Marcus
Tel Aviv,
Nicholas Birren
Nashville, TN
Matthew Mclaughlin
Chicago, IL
Jack Mitchell
Boston, MA
Daniel Axelrod
New York, NY
Peter Kazmierczak
New York, NY
John Leonard
Chicago, IL
William Grayson
San Francisco, CA

This content was compiled from the SEC and FINRA.

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