Sara Danielle Spence

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

• 12/2014 → 03/2019
  Servisfirst Bank
  Nashville, TN
• 04/2019 → Present
  Raymond James Financial Services, Inc
  Brentwood, TN
• 04/2019 → Present
  Wealth Strategies Partners
  Brentwood, TN
• 04/2019 → Present
  Wealth Strategies Partners
  Brentwood, TN
• 04/2019 → Present
  Sds Financial, Llc
  Arrington, TN
• 05/2024 → Present
  Alliance Bernstein
  Nashville, TN

Previous Registrations

• 2019-11-01 → 2024-05-07
  Raymond James Financial Services Advisors, Inc
  Brentwood, TN

Exams

• S66 Uniform Combined State Law Examination
  2019-10-30

Other Names

• Danielle Spence
• Sara Danielle Spence
• Sara Danielle Mcconnell