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Michele Ramos Walker

Alliancebernstein L.P.

San Francisco, CA

San Francisco, CA

CRD 2584569

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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
CA RA APPROVED 2022-10-13
  • CA RA
    APPROVED
    Since 2022-10-13

Branch Locations

San Francisco, CA • United States

555 California Street Suite 4400, 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
Alfa Partners, Llc (Formerly Oamc) Healdsburg CA 06/2016 06/2019
Jordan Park Group San Francisco CA 06/2019 05/2022
Alliancebernstein San Francisco CA 05/2022 Present
  • 06/2016 → 06/2019
    Alfa Partners, Llc (Formerly Oamc)
    Healdsburg, CA
  • 06/2019 → 05/2022
    Jordan Park Group
    San Francisco, CA
  • 05/2022 → Present
    Alliancebernstein
    San Francisco, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-10-08
S66 Uniform Combined State Law Examination 2022-09-16
S63 Uniform Securities Agent State Law Examination 1995-04-11
  • S65 Uniform Investment Adviser Law Examination
    2022-10-08
  • S66 Uniform Combined State Law Examination
    2022-09-16
  • S63 Uniform Securities Agent State Law Examination
    1995-04-11
Other Names
  • Michele Renee Ramos
  • Michele R. Walker

View on SEC IAPD

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