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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
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 13 years of experience.
Sanford C. Bernstein
Ashley Velategui has no disclosures.
Please visit their SEC profile for more details.
Financial Advisors at Alliancebernstein L.P
New York, NY
New York, NY