Ashley
Velategui

Alliancebernstein L.P

CRD#5404792
Investment Advisor
in Seattle, WA
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About this Advisor

Ashley Velategui is a chartered financial analyst operating out of Seattle, Washington, who has been in the industry for 11 years. Velategui works at Alliancebernstein L.P. They have spent their complete employment at Alliancebernstein L.p. Velategui holds a Series 63 license, designating them as a securities representative, and is registered to work in Washington. Alliancebernstein L.P is an advisory company based out of Seattle, Washington. The investment advisory business has offices in 45 locations and a total of 3,364 employees. It has $519 billion in assets across its 41,599 client accounts, making it one of the biggest firms in the country by assets under management. The firm serves 941 charities and foundations. Of its 41,599 client accounts, 50% are associated with high-net-worth investors who have at least $1 million in investable assets. The business provides a diverse array 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 fees typically depend on the type of services offered. Fee types billed by Alliancebernstein L.P can consist of asset-based, fixed, commission-based and performance-based fees.

Certifications and Registrations

Series 63, Chartered Financial Analyst

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

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 11 years of experience.

2007 - Present (12 years)

Sanford C. Bernstein

Disclosures

Ashley Velategui has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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