Nathaniel Z Margolies

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

• 07/2020 → 09/2024
  Goldman Sachs
  Philadelphia, PA
• 07/2018 → 05/2020
  Kenan-Flagler Business School
  Chapel Hill, NC
• 08/2014 → 05/2018
  Epic Systems Corporation
  Verona, WI
• 11/2024 → Present
  Alliance Bernstein
  Philadelphia, PA

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-12-05
• S63 Uniform Securities Agent State Law Examination
  2020-09-28

Other Names

• Nathaniel Zachary Margolies
• Nathaniel Z Margolies