Answer a few questions and
get matched with an advisor.
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
Years of Experience
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
Alliancebernstein L.P Brokerage Details
Let us help match you with the right financial advisor for your needs.Answer a few questions to get a personalized match.
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
Margaret Holliday Work History
Margaret has 11 years of experience.
Sanford C. Bernstein & Co., LLC
J.P. Morgan Securities LLC
Jpmorgan Chase Bank
Harris Williams & Co
Margaret Holliday has no disclosures.
Please visit their SEC profile for more details.
Financial Advisors at Alliancebernstein L.P
New York, NY
New York, NY
San Francisco, CA