Nathaniel
Bobeck

Alliancebernstein L.P

CRD#4849942
Investment Advisor
in Seattle, WA
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About this Advisor

Nathaniel Bobeck is a certified financial planner operating in Seattle, Washington, who has 10 years of professional experience. Bobeck currently works for Alliancebernstein L.P. Over the course of their career, they have held roles at Sanford C. Bernstein & Co., LLC, Pruco Securities and Bikram Yoga Mile High. Bobeck has a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is able to operate in Washington. Alliancebernstein L.P is an advisory business that has its headquarters in Seattle, Washington. The firm has offices in 45 locations and a total of 3,364 people on staff. It has $519 billion in total assets among its 41,599 client accounts, placing it among the largest financial advisory firms in the nation by assets under management. The firm advises 941 charitable organizations. Of its 41,599 customer accounts, 50% belong to high-net-worth investors who have more than $1 million in investable assets. The advisory firm offers a wide assortment of services, including 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. Fees for financial advice largely are based on the financial services. However, fees charged by Alliancebernstein L.P likely consist of any combination of asset-based, fixed, commission-based and performance-based fees.

Certifications and Registrations

Series 66, Certified Financial Planner

Years of Experience

10 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

Nathaniel Bobeck Work History

Nathaniel has 10 years of experience.

2013 - Present (6 years)

Sanford C. Bernstein & Co., LLC

2013 - 2013 (< 1 year)

Pruco Securities

2013 - 2014 (1 year)

Bikram Yoga Mile High

2008 - 2012 (4 years)

Sanford C. Bernstein & Co., LLC

Disclosures

Nathaniel Bobeck has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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