Nathaniel
Bobeck
Alliancebernstein L.P
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About this Advisor
Nathaniel Bobeck is a certified financial planner working out of Seattle, Washington with a total of 9 years of industry experience. Bobeck is on the advisory team at Alliancebernstein L.P. Throughout their career, they have worked at Pruco Securities, Sanford C. Bernstein & Co., LLC and Bikram Yoga Mile High. Bobeck holds a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is registered to work in Alabama, Alaska, Arizona, Arkansas, California, Colorado, Connecticut, Delaware, District Of Columbia, Florida, Georgia, Hawaii, Idaho, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, North Dakota, Ohio, Oklahoma, Pennsylvania, Rhode Island, South Carolina, South Dakota, Texas, Utah, Vermont, Virginia, Washington, West Virginia and Wisconsin. Alliancebernstein L.P is a company based in Nashville, TN. It has offices in 50 locations and a total of 4,134 financial advisors. It handles $582 billion in total assets among its 58,634 accounts, placing it among the biggest financial advisory firms in the country by assets under management. The firm provides financial advice to 1,441 charities and foundations. Of its 58,634 accounts, 84% belong to high-net-worth individuals who have greater than $1 million in assets available to invest. The firm has a diverse range 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 fee schedules typically are based on which services the firm provides the client. Fees charged by Alliancebernstein L.P can be comprised of some blend of asset-based, fixed, commission-based and performance-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Alliancebernstein L.P Brokerage Details
$582,388,000,000
4,134
58,634
$9,932,599
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
Nathaniel Bobeck Work History
Nathaniel has been registered as a financial advisor for 9 years.*
Sanford C. Bernstein & Co., LLC
Pruco Securities
Bikram Yoga Mile High
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Nathaniel Bobeck to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Alliancebernstein L.P
Dallas, TX
Nashville, TN
Nashville, TN
San Diego, CA
New York, NY
Chicago, IL
San Antonio, TX
New York, NY
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
