Benjamin Joseph

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

• 05/2021 → Present
  Alliance Bernstein
  Denver, CO
• 04/2021 → 04/2021
  Harness
  Dallas, TX
• 01/2020 → 03/2021
  Intuit, Inc.
  Plano, TX
• 08/2019 → 01/2020
  University Of Dallas
  Irving, TX
• 05/2019 → 08/2019
  Intuit. Inc.
  Plano, TX
• 01/2018 → 01/2019
  Lilly And Company
  Dallas, TX
• 05/2016 → 05/2020
  University Of Dallas
  Irving, TX
• 05/2016 → 01/2018
  University Of Dallas
  Irving, TX

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-04-23
• S63 Uniform Securities Agent State Law Examination
  2021-10-25