GY
CFA
GY
CFA

Gregory Young

27 Years of Experience
Dallas, TX
Broker

Gregory Young is a CFA-designated registered investment advisor at Alliancebernstein L.P., based in Dallas, TX, with 27 years of industry experience. Their practice areas include Investment Management. Their firm serves 26,445 clients with $710B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
507 advisors
Number of Clients
26,445 clients
Average Client Portfolio
$26.8M average
Assets Under Management
$709.2B

Fee Structure

Minimum Investment:$1M

AB is compensated based on a percentage of your portfolio. This fee is generally charged quarterly. The specific percentage may be negotiable depending on factors such as the type of client, complexity of the situation, and the size of the overall relationship. If your assets are invested in a registered investment company managed by AB, those assets are subject to the investment company's management fee. If you are a client of Bernstein Private Wealth Services, your fee is all-inclusive and deducted quarterly from your account at Bernstein LLC.

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Location

Dallas, TX

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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
Alliancebernstein L.P.
February 2017 - Present · 9 yrs 3 mos
Sanford C. Bernstein & CO., LLC
January 2005 - Present · 21 yrs 4 mos
Sanford C. Bernstein & CO., LLCBroker
January 2005 - Present · 21 yrs 4 mos
Previous Registrations
Mmc Securities CORP.Broker
June 2003 - December 2003 · 6 mos
Mercer Securities, INC.Broker
July 1998 - June 2003 · 4 yrs 11 mos
Marsh & Mclennan Securities CorporationBroker
November 1997 - July 1998 · 8 mos
State Registrations1 state
TX
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.