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Daniel Lee Brunello

Alliancebernstein L.P.

Sugar Land, TX

Houston, TX

CRD 2635706

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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
TX RA APPROVED 2004-04-07
  • TX RA
    APPROVED
    Since 2004-04-07

Branch Locations

Sugar Land, TX • United States

800 Capitol Street Suite 3550, Houston, TX 77002 • 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
Sanford C. Bernstein & Co., Llc Houston TX 04/2004 Present
  • 04/2004 → Present
    Sanford C. Bernstein & Co., Llc
    Houston, TX
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2003-01-29
S63 Uniform Securities Agent State Law Examination 2001-11-12
  • S65 Uniform Investment Adviser Law Examination
    2003-01-29
  • S63 Uniform Securities Agent State Law Examination
    2001-11-12
Designations
  • Certified Financial Planner

View on SEC IAPD

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