JB
CFP
JB
CFP

Joseph Brodecki

34 Years of Experience
Potomac, MD
Broker

Joseph Brodecki is a CFP-designated registered investment advisor at Sanford C. Bernstein & CO., LLC, based in Potomac, MD, with 34 years of industry experience. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning. Their firm serves 22 clients with $1.6B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
439 advisors
IM Fee
Planning only
Assets Under Management
$1.6B

Fee Structure

Minimum Investment:$1M
Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

Potomac, MD

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Sanford C. Bernstein & CO., LLC
December 2000 - Present · 25 yrs 7 mos
Sanford C. Bernstein & CO., LLCBroker
December 2000 - Present · 25 yrs 7 mos
Alliancebernstein L.P.
March 1998 - Present · 28 yrs 4 mos
Previous Registrations
Sanford C. Bernstein & CO., INC.Broker
May 1997 - December 2000 · 3 yrs 7 mos
Wachtel & CO., INC.Broker
January 1997 - May 1997 · 4 mos
Mason Securities, INC.Broker
January 1992 - December 1994 · 2 yrs 11 mos
Planners Financial Services, INC.Broker
May 1988 - December 1989 · 1 yr 7 mos
Private Ledger Financial Services, IncorporatedBroker
June 1987 - May 1988 · 11 mos
State Registrations37 states
ARAZCACODCDEFLGAILINKSKYMAMDMEMNMSMTNCNHNJNMNVNYOHOKORPARISCSDTNTXVAVTWAWI
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.