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Daniel Bernard Eagan

Alliancebernstein L.P.

San Francisco, CA

CRD 4403311

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Employer firm

Alliancebernstein L.p. CRD 108477

$763B regulatory AUM 16 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (investment companies)
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Alliancebernstein L.P.

501 Commerce Street, Nashville, TN 37203 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2020-07-16
TX RA APPROVED_RES 2019-06-19
CA RA APPROVED 2018-01-17
  • FL RA
    APPROVED
    Since 2020-07-16
  • TX RA
    APPROVED_RES
    Since 2019-06-19
  • CA RA
    APPROVED
    Since 2018-01-17

Branch Locations

555 California St. Suite 4300, San Francisco, CA 94104 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Sanford C. Bernstein San Francisco CA 05/2001 12/2016
Hirtle Callaghan & Co. Llc W. Conshohocken PA 01/2017 12/2017
Sanford C. Bernstein & Co.LLc San Francisco CA 01/2018 Present
  • 05/2001 → 12/2016
    Sanford C. Bernstein
    San Francisco, CA
  • 01/2017 → 12/2017
    Hirtle Callaghan & Co. Llc
    W. Conshohocken, PA
  • 01/2018 → Present
    Sanford C. Bernstein & Co.LLc
    San Francisco, CA
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2005-01-25
S63 Uniform Securities Agent State Law Examination 2001-07-09
  • S65 Uniform Investment Adviser Law Examination
    2005-01-25
  • S63 Uniform Securities Agent State Law Examination
    2001-07-09
Other Names
  • Daniel Benard Eagan
  • Daniel Eagan

View on SEC IAPD

Nearby Firms

FORT POINT CAPITAL PARTNERS LLC
DIVISAR CAPITAL MANAGEMENT, LLC
CHARLES SCHWAB & CO., INC.

Nearby Investors

TIMOTHY TODD MCDOWELL
JOHN HUGH MCDEVITT
JOSEPH WADE PITTS

Nearby Offices

FORT POINT CAPITAL PARTNERS LLC · SAN FRANCISCO, CA
DIVISAR CAPITAL MANAGEMENT, LLC · SAN FRANCISCO, CA
CHARLES SCHWAB & CO., INC. · San Francisco, CA

More in San Francisco, CA

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