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Amara Briggs

Alliancebernstein L.P.

Bala Cynwyd, PA

Philadelphia, PA

CRD 2614128

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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
PA RA APPROVED 2024-04-27
  • PA RA
    APPROVED
    Since 2024-04-27

Branch Locations

Bala Cynwyd, PA • United States

1735 Market Street Suite 3800, Philadelphia, PA 19103 • 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
Bernstein Wealth Management Philadelphia PA 03/2024 Present
Truist Financial Corporation Philadelphia PA 10/2020 03/2024
Wells Fargo Bank Philadelphia PA 04/2014 10/2020
  • 03/2024 → Present
    Bernstein Wealth Management
    Philadelphia, PA
  • 10/2020 → 03/2024
    Truist Financial Corporation
    Philadelphia, PA
  • 04/2014 → 10/2020
    Wells Fargo Bank
    Philadelphia, PA
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2024-05-16
S65 Uniform Investment Adviser Law Examination 2024-04-27
  • S63 Uniform Securities Agent State Law Examination
    2024-05-16
  • S65 Uniform Investment Adviser Law Examination
    2024-04-27
Other Names
  • Amara Moreau

View on SEC IAPD

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