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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
Years of Experience
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Alliancebernstein L.P Brokerage Details
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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
Ashley Velategui Work History
Ashley has 11 years of experience.
Sanford C. Bernstein
Ashley Velategui has no disclosures.
Please visit their SEC profile for more details.