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Daniel Deegan

Alliancebernstein L.P.

Philadelphia, PA

CRD 7468601

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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
DE RA APPROVED 2025-09-15
PA RA APPROVED 2025-08-06
TX RA APPROVED 2025-06-06
NY RA APPROVED 2025-04-07
  • DE RA
    APPROVED
    Since 2025-09-15
  • PA RA
    APPROVED
    Since 2025-08-06
  • TX RA
    APPROVED
    Since 2025-06-06
  • NY RA
    APPROVED
    Since 2025-04-07

Branch Locations

1735 Market Street, 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
Mercer Washington, Dc DC 07/2016 09/2018
General Dynamics Corporation Reston VA 10/2018 07/2021
Bernstein New York NY 08/2021 Present
  • 07/2016 → 09/2018
    Mercer
    Washington, Dc, DC
  • 10/2018 → 07/2021
    General Dynamics Corporation
    Reston, VA
  • 08/2021 → Present
    Bernstein
    New York, NY
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-04-07
S63 Uniform Securities Agent State Law Examination 2022-01-24
  • S65 Uniform Investment Adviser Law Examination
    2025-04-07
  • S63 Uniform Securities Agent State Law Examination
    2022-01-24

View on SEC IAPD

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