Ashley
Velategui

Alliancebernstein L.P

CRD#5404792
Investment Advisor
in Seattle, WA

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About this Advisor

Ashley Velategui is an advisor based in Seattle, Washington. Currently an advisor at Alliancebernstein L.P, Velategui has 12 years of professional experience. Velategui holds a Series 63 license, certifying them as a securities agent. Velategui is able to serve clients based out of Washington. Velategui has worked their complete career at Alliancebernstein L.P. Alliancebernstein L.P is headquartered in Seattle, Washington, and operates out of 45 other brick-and-mortar locations in the nation. As a company, Alliancebernstein L.P oversees $487 billion in assets covering 46,175 accounts and employs more than 3,479 people. The level of assets currently under the firm's management places it among the biggest financial advisory firms in the United States. 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 advisor firm's customers are high-net-worth individuals, meaning they have more than $1 million in assets. Alliancebernstein L.P offers 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, Chartered Financial Analyst

Years of Experience

13 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

601 Union Street Suite 4650
Seattle, WA 98101

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Alliancebernstein L.P Brokerage Details

Total Assets Under Management

$486,957,638,595

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

3,479

WA Average: 88
Total Number of Accounts

46,175

WA Average: 3,892
Average Account Size

$10,545,915

WA 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

Ashley Velategui Work History

Ashley has 13 years of experience.

2007 - Present (13 years)

Sanford C. Bernstein

Disclosures

Ashley Velategui has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Alliancebernstein L.P

Yigal Marcus
Tel Aviv,
Matthew Mclaughlin
Chicago, IL
Nicholas Birren
Nashville, TN
Lucie Germain
New York, NY
Alison Young
Houston, TX
Max Rosen
Minneapolis, MN
Darreld Turner
Denver, CO
Kimberly Mustin
New York, NY

This content was compiled from the SEC and FINRA.

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