Steven Gene Morgan

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2001 → Present
  Sanford C. Bernstein
  New York, NY

Other Businesses

Count: 1 1) BusinessName: Zurich Place Owners Association INVESTMENT RELATED: No ADDRESS: 12812 Zurich Place, Truckee CA, 96161 NATURE OF BUSINESS: This is a home owners association for a five unit condominium. POSITION: Chief Executive Officer RELATIONSHIP: 2004-01-01 APPROXIMATE NUMBER HOURS: 1 hours/month, 0 hours during trading hours YOUR DUTIES: I participate in semi-annual conference calls with the owners.

Exams

• S66 Uniform Combined State Law Examination
  2001-10-18